Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernee? Claim Your ProfileVernee Bonacci-saar is a financial advisor with over 13 years of experience in the financial services industry. Vernee is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Vernee has previously worked with INVEST FINANCIAL CORPORATION, PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, and CITIGROUP GLOBAL MARKETS INC.. Vernee holds Series 6, 7, and 63 licenses and the SIE exam. Vernee is registered to offer securities and advisory services in 19 states and the District of Columbia. Vernee's areas of specialization include: Retirement Planning, College Savings, Estate Planning, Mutual Funds, Annuities, and Variable Annuities.
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
PA
01/05/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCRANTON PA)
PA
02/10/2014 - 01/08/2018
INVEST FINANCIAL CORPORATION (DUNMORE PA)
PA
06/27/2011 - 12/31/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
PA
01/15/2009 - 04/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
PA
05/08/2007 - 01/07/2009
CITIGROUP GLOBAL MARKETS INC. (WILKES BARRE PA)
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vernee Bonacci-saar is the right advisor for you? Invested Better is here to help.
