Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Bonner is a financial advisor with over 20 years of experience in the industry. Sean currently works at U.S. Bancorp Investments, Inc. located in Charlotte, NC. Sean's career spans several firms, including Seapine Securities, LLC, Citigroup Global Markets Inc., Wachovia Capital Markets, LLC, Banc of America Securities LLC and TD Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
10/26/2009 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
06/02/2009 - 10/27/2009
SEAPINE SECURITIES, LLC (CHARLOTTE NC)
NY
04/02/2007 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
07/30/2003 - 05/01/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
01/14/1999 - 07/21/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/13/1997 - 12/22/1998
TD SECURITIES (USA) INC. (NEW YORK NY)
NY
12/15/1995 - 06/04/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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