Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bonanno is a financial advisor with over 12 years of experience in the financial industry. Patrick has worked with a variety of firms including Advisor Asset Management, Inc., Sanford C. Bernstein & Co., LLC, and currently is registered with J.P. Morgan Securities LLC. Patrick has experience in a variety of financial services including financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Patrick is licensed in 53 states and is a registered investment advisor in Florida and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/24/2023 - Present
J.p. Morgan Securities LLC (Tampa FL)
FL
10/03/2019 - 01/25/2023
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
CO
11/24/2014 - 09/17/2019
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
MO
10/08/2010 - 04/22/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (TOWN AND COUNTRY MO)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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