Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bonnette is an investment advisor representative at Stifel, Nicolaus & Company, Inc., located in Haddonfield, NJ. Richard has been in the securities industry since 1986 and has a wide range of experience in investment management, financial planning, and portfolio management. Richard has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Janney Montgomery Scott LLC, Citigroup Global Markets Inc., and PaineWebber Incorporated. Richard is also registered as an investment advisor representative in a number of states, including Texas, California, Florida, and New Jersey.
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
NJ
08/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (HADDONFIELD NJ)
NJ
11/18/2008 - 08/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
04/23/2004 - 11/19/2008
JANNEY MONTGOMERY SCOTT LLC (CHERRY HILL NJ)
NY
02/05/1999 - 05/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/15/1994 - 02/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
01/01/1991 - 08/01/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/30/1989 - 01/01/1991
BUTCHER & SINGER INC.
NA
09/24/1986 - 02/28/1989
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Richard Bonnette is the right advisor for you? Invested Better is here to help.
