Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Bonelli is a financial advisor registered with Wells Fargo Clearing Services, LLC. Paul Andrew Bonelli has been in the financial industry since 1987. Paul Andrew Bonelli has held licenses with a number of firms including Evergreen Investment Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., First Union Securities, Inc., Chemical Investment Services Corp., and Chemical Securities, Inc.
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.
Investment consulting services to institutional clients
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.
1
2
VA
04/17/2007 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
NC
10/06/2003 - 04/25/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 09/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/27/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
07/18/2000 - 09/29/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
09/19/1994 - 10/19/1994
CHEMICAL INVESTMENT SERVICES CORP.
NY
04/26/1988 - 09/19/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
NA
08/19/1986 - 04/22/1987
P & I EQUITIES CORPORATION
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2000
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/24/1995
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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