Claens Bon (CRD# 6034003) is an Investment Advisor Representative working at Key Investment Services LLC in Wallingford, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Brooklyn, OH | Sep 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | West Hartford, CT | Jul 2021 - Sep 2022 | 1 |
| Charles Schwab Bank, Ssb | West Hartford, CT | Jul 2021 - Sep 2022 | 1 |
| Key Investment Services LLC | Cohoes, NY | Feb 2020 - Jun 2021 | 1 |
| Keybank | North Branford, CT | Feb 2020 - Jun 2021 | 1 |
| Key Investment Services LLC | Manchester, CT | Jan 2019 - Feb 2020 | 1 |
| Key Investment Services LLC | Manchester, CT | Mar 2018 - Jan 2019 | < 1 |
| Keybank | East Haven, CT | Oct 2016 - Jan 2019 | 2 |
| Key Investment Services LLC | Manchester, CT | Nov 2016 - Mar 2018 | 1 |
| Infinex Investments, Inc. | Meriden, CT | Mar 2016 - Oct 2016 | < 1 |
| United Bank | Southington, CT | Feb 2015 - Oct 2016 | 1 |
| First Niagara Bank | Westbrook, CT | Sep 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CT
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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