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 registered with Stifel, Nicolaus & Company, Inc. Richard has been in the securities industry since June 2011. Richard has worked at Stifel, Nicolaus & Company, Inc. since August 2020. Previously, Richard worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Laurel, NJ. Richard holds the Series 7, Series 66, and SIE licenses. Richard has also registered in multiple states. Richard's main office is located in Haddonfield, NJ at 30 Washington Avenue, Suite C-1. Richard is also registered as an investment advisor representative with Stifel, Nicolaus & Company, Inc. in Texas. Richard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
08/27/2020 - Present
Stifel, Nicolaus & Company, Inc. (HADDONFIELD NJ)
NJ
06/23/2011 - 08/28/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
BOTH
Issued 07/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
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
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