Nickolas BonkCRD Number: 5545880
Current Firm: Charles Schwab & Company, Inc.
Nickolas Bonk (CRD# 5545880) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Charles Schwab & Company,inc||Orlando, FL||Mar 2011 - Current||6|
|Jpmorgan Chase Bank||Winter Park, FL||Mar 2010 - Mar 2011||1|
|Chase Investment Services Corp.||Winter Park, FL||Mar 2010 - Mar 2011||1|
|Edward Jones||St Louis, MO||Jun 2008 - Jan 2010||1|
|Curascript||Orlando, FL||Dec 2005 - Jun 2008||2|
|Bonk's Lawn Services||Orlando, FL||Sep 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV