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RB

Raquel A. Bone

PNC CAPITAL MARKETS LLC
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 3027287
RB

Professional summary


Raquel A Bone, who also goes by Raquel Alana Bone, is a registered financial professional currently at PNC CAPITAL MARKETS LLC located in Irvine, California.

Raquel is registered as a RR (Registered Representative) and started their career in finance in 1998. Raquel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 30, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Raquel Alana Bone

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Raquel A Bone's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 1, 2022 - Present

PNC CAPITAL MARKETS LLC

Office #1: 2020 Main Street 9th Floor, Suite 950, Irvine, CA 92614
BD
CRD#: 15647
IRVINE, CA
Past

August 17, 2016 - May 10, 2022

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
Lake Forest, CA
Past

October 1, 2008 - February 6, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
HOUSTON, TX
Past

October 1, 2008 - February 6, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

September 27, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
HOUSTON, TX
Past

September 8, 2006 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
HOUSTON, TX
Past

July 30, 2001 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
HOUSTON, TX
Past

April 6, 1998 - December 2, 2003

J.P. MORGAN SECURITIES OF TEXAS, INC.

BD
CRD#: 17116
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/1/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/15/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 6/20/2017
NFA Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PC
PNC CAPITAL MARKETS LLC
PNB BROKERAGE SERVICES, INC. | PNC SECURITIES CORP | PNC CAPITAL MARKETS, INC. | PNC CAPITAL MARKETS LLC

CRD#: 15647 / SEC#: , 8-32493

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
300 Fifth Avenue 5th Floor, Pittsburgh, PA 15222
Mailing Address
1600 Market Street F2-f070-21-4, Philadelphia, PA 19103
Phone number
(215) 585-1079
Established
Pennsylvania since 12/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PNC HOLDING, LLC.PARENT
BEGLEY, TERENCE PATRICKBOARD MEMBER4718949
BERNIER, JAMES STEVENSCHIEF EXECUTIVE OFFICER2849222
CESARIO, CONNIE KOZLOFFBOARD MEMBER4251140
DERESPIRIS, BRIAN GPRESIDENT, COO5399266
MCNELIS, BRIAN PATRICKBOARD MEMBER4886370
MILLER, JOHN RTREASURER AND FINOP6933635
MILLER, JOHN RPRINCIPAL FINANCIAL OFFICER6933635
PULLINS, MATTHEW MICHAELCHIEF FINANCIAL OFFICER4366952
PUMPHREY, MARY PATRICIACHIEF COMPLIANCE OFFICER2513345
PUMPHREY, MARY PATRICIACHIEF RISK OFFICER2513345
THOMAS, MICHAELCHAIRMAN2992653
TOBUN, ABIBOARD MEMBER4878954
WILLIAMS, TROY MATTHEWPRINCIPAL OPERATIONS OFFICER7763919

Disclosures


Regulatory Event10
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PNC CAPITAL MARKETS LLC

CRD#: 15647Irvine, CA 92614

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