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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Harrison Bonfim is a financial advisor with over 20 years of experience in the industry. Rick has worked with several leading financial institutions, including Merrill Lynch, Wells Fargo Advisors, and SunTrust Investment Services. Currently, Rick is a registered representative with Morgan Stanley. Rick has a broad range of experience serving clients with varying needs, from individuals to high-net-worth individuals, corporations, pension plans, and charitable organizations. Rick is committed to helping clients achieve their financial goals by providing them with comprehensive financial advice and investment management services. Rick is registered to provide investment advice in multiple states, including Georgia, Texas, and others.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/29/2024 - Present
Morgan Stanley (Macon GA)
GA
04/22/2016 - 03/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
GA
09/29/2006 - 04/25/2016
WELLS FARGO ADVISORS, LLC (MACON GA)
GA
10/31/2003 - 10/10/2006
SUNTRUST INVESTMENT SERVICES, INC. (MACON GA)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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