Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bonk is a financial advisor with Cambridge Investment Research, Inc. based in Santa Rosa, California. Richard has been in the financial services industry since November 1991. Previously, Richard worked at National Financial Services LLC and Fidelity Brokerage Services LLC. Richard holds Series 7, 24, and 63 licenses.
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.
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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CA
03/13/2018 - Present
Cambridge Investment Research, Inc. (Santa Rosa CA)
CA
07/13/2005 - 02/13/2018
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
CA
09/06/2013 - 02/09/2017
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NJ
10/03/1991 - 06/16/2005
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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