Bonnie D. Conchieri
Professional summary
Bonnie Draper Conchieri, who also goes by Bonnie D Conchieri, Bonnie Sue Draper, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Williston, Vermont.
Bonnie is registered as a RR (Registered Representative) and started their career in finance in 1986. Bonnie has worked at 6 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bonnie Draper Conchieri's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 33 Blair Park Road, Suite 100, Williston, VT 05495December 6, 2012 - April 16, 2020
LPL FINANCIAL LLC
October 7, 2005 - December 7, 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 5, 2000 - October 7, 2005
WELLS FARGO CLEARING SERVICES, LLC
March 7, 1988 - August 5, 2000
GLEACHER & COMPANY SECURITIES, INC.
April 23, 1986 - March 15, 1988
MOSELEY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/18/2020)
Exams
FINRA
Current Firm
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747 / SEC#: , 8-46844
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 11 |
| Arbitration | 2 |
Red Flags
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Company Information
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747Williston, VT 05495TRUST BUT VERIFY
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