Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Christopher Bono is a financial advisor registered with Morgan Stanley. Steven has been in the industry for over 30 years and has a wide range of experience. Steven has a strong track record of success in helping clients achieve their financial goals. Steven is committed to providing personalized financial advice and services to his clients.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/13/2023 - Present
Morgan Stanley (Palo Alto CA)
CA
09/30/2015 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
11/11/2009 - 09/30/2015
CONSTELLATION WEALTH ADVISORS LLC (MENLO PARK CA)
CA
08/14/2006 - 05/07/2008
THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)
CA
05/07/2003 - 08/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
04/04/2000 - 05/09/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
12/05/1996 - 04/20/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
10/01/1992 - 01/12/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
05/23/1989 - 10/24/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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