Bonnie LaffieCRD Number: 1000643
Current Firm: Signator Investors, Inc.
Bonnie Laffie (CRD# 1000643) is an Investment Advisor Representative working at Signator Investors, Inc. in Jericho, NY and has over 19 years of experience in the finance industry.
Altium Wealth Management LLC
Ubs Financial Services Inc.
Scholtz & Co
|John Hancock Mutual Life Insurance Compa||Boston, MA||Oct 1977 - Current||40|
|H. Groman Associates||East Meadow, NY||Oct 1977 - Current||40|
|Signator Investors, Inc.||Boston, MA||Oct 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 1998|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV