Unclaimed
William Bonnel is a registered representative with J.P. Morgan Securities LLC, located in New York, New York. William Bonnel is also registered with the state of New York. William Bonnel has been in the financial industry since August 27, 2018. Previously, William Bonnel was employed by BNP Paribas Securities Corp. in Chicago, Illinois. William Bonnel holds the following securities licenses: Series 7, Series 63, SIE and Series 79TO. William Bonnel has passed the Uniform Securities Agent State Law Examination, Investment Banking Registered Representative Examination, Securities Industry Essentials Examination and General Securities Representative Examination.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/15/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
IL
08/03/2016 - 07/20/2020
BNP PARIBAS SECURITIES CORP. (CHICAGO IL)
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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