Unclaimed
Paul Mark Bonaccini is a financial advisor at Wedbush Securities Inc. Paul has been a registered representative for over 30 years and has experience with a variety of investment products and services. Paul is committed to providing personalized financial advice to help clients reach their financial goals. Paul holds Series 7, Series 63, and SIE licenses. Paul has experience working at Raymond James & Associates, Inc., Roney & Co., Roney & Co. L.L.C. and Prudential Securities Incorporated. Paul is also a member of Bay Area Properties, LLC, a rental property business. Paul specializes in working with individual clients, families, and businesses. Paul is registered in Arizona, California, Colorado, Florida, Michigan, Texas, Virginia, Wisconsin, and Wyoming.
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.
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
CA
12/06/2021 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
MI
06/16/1998 - 06/24/2019
RAYMOND JAMES & ASSOCIATES, INC. (TRAVERSE CITY MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/10/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
08/27/1990 - 03/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1990
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
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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