Unclaimed
Thomas Bonito is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Osaic Wealth, Inc. Thomas has also been registered with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., CHUBB SECURITIES CORPORATION, FORTH FINANCIAL SECURITIES, CORPORATION and WALL STREET INVESTOR SERVICES. Thomas holds Series 6, 62, 63, 65, and 54FN licenses. Thomas provides a wide range of financial services to clients, including financial planning, portfolio management, and pension consulting. Thomas also offers educational seminars and selection of other advisors.
ESSEX FELLS, NJ
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (ESSEX FELLS NJ)
NJ
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ESSEX FELLS NJ)
NJ
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LIVINGSTON NJ)
NY
01/20/1995 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IN
06/14/1994 - 01/26/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
VA
02/04/1994 - 04/09/1994
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NY
05/29/1992 - 01/26/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
05/09/1979 - 02/21/1985
R. G. MCENTEE & CO., INC.
IA
Issued 9/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/8/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/30/1979
Series 54FN - Municipal Securities Financial and Operations Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 5/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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