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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bonetto is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the industry since 1995 and has been with Merrill Lynch since 2009. Steven holds a Series 7, Series 63, and Series 65 license, and is registered in over 40 states and the District of Columbia. Steven specializes in providing financial planning, investment management, and portfolio management services for individuals, 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.
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
NC
07/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
05/09/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
07/15/1998 - 06/02/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/08/1996 - 06/24/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MN
11/28/1994 - 09/10/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/28/1994 - 09/10/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1994
Series 7 - General Securities 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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