Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bonner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the securities industry since March 20, 1995 and has experience in a variety of financial services, including portfolio management, financial planning, and retirement planning. Robert is registered with the following securities regulators: FINRA, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
03/09/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (QUINCY MA)
NY
05/10/2019 - 12/02/2019
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
MA
05/21/2018 - 04/01/2019
CITIZENS SECURITIES, INC. (WELLESLEY MA)
MO
01/19/2018 - 05/14/2018
EDWARD JONES (ST. LOUIS MO)
CA
08/25/2006 - 09/18/2017
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MA
12/06/1994 - 07/10/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
07/29/1991 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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