Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bonavito is an investment advisor representative at Wells Fargo Clearing Services, LLC. Richard has been in the financial services industry since December 1983. Richard has a Series 7, Series 31, and Series 65 license. Richard has a Series 5 license. Richard is also registered as an investment advisor representative in Arizona, California, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Texas, and Washington. Richard is registered as an investment advisor representative for Wells Fargo Advisors LLC.
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
CA
10/28/2016 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
05/02/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALNUT CREEK CA)
NA
03/10/1984 - 05/08/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
12/22/1983 - 02/19/1985
SAN DIEGO SECURITIES INCORPORATED
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1984
Series 5 - Interest Rate Options Examination
BC
Issued 12/17/1983
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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