Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bonjour is a financial advisor who is registered with Tiaa-Cref Individual & Institutional Services, LLC. Stephen Bonjour is registered in 52 states and has been in the industry since 2012. Stephen Bonjour has experience with MSI Financial Services, Inc. and LPL Financial LLC. Stephen Bonjour works in Charlotte, North Carolina.
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.
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.
Compensation from affiliates
1
2
NC
02/03/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/26/2015 - 09/26/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
08/12/2013 - 02/20/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
MO
03/16/2012 - 04/08/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
IA
Issued 02/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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