Carlos Bonilla Grajales (CRD# 6708669) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Guaynabo, PR and has over 3 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Of Omaha Investors Services | Guaynabo, PR | Aug 2020 - Current | 3 |
Mutual Of Omaha Insurance Company | Guaynabo, PR | Aug 2020 - Current | 3 |
Universidad Interamericana De Puerto Rico | San Juan, PR | Jan 2014 - Current | 10 |
Census 2020 | San Juan, PR | Jul 2020 - Aug 2020 | < 1 |
Pfs Investments Inc. | Carolina, PR | Apr 2018 - Aug 2020 | 2 |
Primerica Financial Services | Carolina, PR | Aug 2015 - Aug 2020 | 5 |
Vanguard | Loop, TX | Nov 2017 - Jan 2018 | < 1 |
Art Music Center Corp | Caguas, PR | Jan 2010 - May 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
S63 | Uniform Securities State Law Examination | Nov 2023 |
- PR
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Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
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