Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Edward Bonn is a financial advisor with over 20 years of experience in the industry. Nicholas is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since March 2010. Nicholas is also the owner/partner of Center Street Wealth Strategies and the proprietor/owner of Bonn Capital, Inc. Nicholas provides financial planning, portfolio management, and pension consulting services to individual and institutional clients. Nicholas holds a Series 6, 7, 9, 10, 31, 63, and 65 licenses. Nicholas is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
08/27/2013 - Present
Raymond James Financial Services Advisors, Inc. (Northville MI)
MI
03/05/2004 - 03/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
CA
02/21/2003 - 01/07/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 04/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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