Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Priscilla Bonillo is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephanie has been in the securities industry since 2005 and is licensed in 28 states. Stephanie has been registered with Wells Fargo Advisors Financial Network, LLC since May 2013. Prior to that, Stephanie worked at Morgan Stanley and Citigroup Global Markets Inc. Stephanie provides financial planning and investment management services to individuals, families, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
01/26/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BONITA SPRINGS FL)
IL
06/01/2009 - 06/13/2013
MORGAN STANLEY (DEERFIELD IL)
IL
01/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
BOTH
Issued 11/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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