Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nickolas? Claim Your ProfileNickolas Bonk is a registered representative and investment advisor representative, currently associated with Charles Schwab & CO., Inc. Nickolas has been in the securities industry since 2008. The advisor has passed the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), the General Securities Sales Supervisor - General Module Examination (Series 10), the General Securities Sales Supervisor - Options Module Examination (Series 9), the General Securities Principal Examination (Series 24), and the Securities Industry Essentials Examination (SIE). Nickolas is registered in Florida and California, and also holds a Florida Investment Advisor Representative registration. In addition to the current employment, Nickolas Bonk previously was associated with CHASE INVESTMENT SERVICES CORP. and EDWARD JONES. Nickolas is a member of FINRA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/19/2011 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
03/16/2010 - 03/23/2011
CHASE INVESTMENT SERVICES CORP. (WINTER PARK FL)
FL
08/01/2008 - 01/07/2010
EDWARD JONES (OVIEDO FL)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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