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Raquel A Bone

PNC Capital Markets LLC

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About Raquel A Bone

Raquel Bone is a financial advisor with over 20 years of experience in the industry. She is currently registered with PNC Capital Markets LLC, a firm with a long history of providing financial services. Prior to joining PNC Capital Markets LLC, Raquel was employed at several other firms, including J.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Raquel is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Raquel Bone is currently registered with PNC Capital Markets LLC. PNC Capital Markets LLC is a Limited Liability Company formed in December 2005. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. PNC Capital Markets LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

489

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Raquel Bone’s Registration & Firm History

NC

07/01/2022 - Present

PNC Capital Markets LLC (CHARLOTTE NC)

CA

08/17/2016 - 05/10/2022

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (Lake Forest CA)

TX

10/01/2008 - 02/06/2015

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

07/30/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (HOUSTON TX)

TX

04/06/1998 - 12/02/2003

J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2017

Series 30 - NFA Branch Manager Examination

BC

Issued 03/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/10/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/13/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2017

Series 3 - National Commodity Futures Examination

BC

Issued 04/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raquel A Bone.
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