Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam M. Bonelli is a financial advisor currently registered with Morgan Stanley. William has been in the financial services industry since 2003. William is registered as a securities agent (Broker-Dealer) in 35 states and is also a registered Investment Advisor in 2 states. William has a strong background in various financial products and services including securities, futures and options. William holds the Series 7, 3, 9, 10, 31, 63 and 65 licenses. William's previous employment includes Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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
08/10/2009 - Present
Morgan Stanley (LA JOLLA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
06/30/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
IA
Issued 08/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Bonelli is the right advisor for you? Invested Better is here to help.
