Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bonelli is a financial professional with over 30 years of experience in the financial services industry. Thomas is currently registered with St. Bernard Financial Services, Inc. in Groton, CT. Previously, Thomas was associated with Brooklight Place Securities, Inc. in Groton, CT, Evolve Securities, Inc. in Groton, CT, U.S.-Worldwide Financial Services, Inc. in Waco, TX, Nutmeg Securities, Ltd. in New York, NY, North American Management, Inc. in Sioux Falls, SD, INA Security Corporation in Kansas City, MO, and John Hancock Distributors, Inc. in Boston, MA. Thomas holds Series 6 and Series 63 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
01/03/2017 - Present
ST. Bernard Financial Services, Inc. (Groton CT)
CT
08/05/2008 - 12/31/2016
BROOKLIGHT PLACE SECURITIES, INC. (GROTON CT)
CT
05/01/2006 - 07/31/2008
EVOLVE SECURITIES, INC. (GROTON CT)
TX
05/21/1997 - 05/01/2006
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
TX
02/23/1995 - 12/31/1996
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
NY
05/07/1993 - 12/23/1994
NUTMEG SECURITIES, LTD. (NEW YORK NY)
SD
12/17/1990 - 05/19/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
MO
10/26/1987 - 04/08/1989
INA SECURITY CORPORATION (KANSAS CITY MO)
MA
08/07/1987 - 10/27/1987
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Bonelli is the right advisor for you? Invested Better is here to help.
