Marlon J. Bonilla
Professional summary
Marlon J Bonilla, who also goes by Marlon Josue Bonilla, is a registered financial professional currently at CETERA INVESTMENT SERVICES LLC located in Van Buren, Arkansas.
Marlon is registered as a RR (Registered Representative) and started their career in finance in 2004. Marlon has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marlon J Bonilla's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2026 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 3110 Alma Highway, Van Buren, AR 72956September 1, 2016 - March 1, 2019
CETERA INVESTMENT ADVISERS LLC
September 1, 2016 - March 1, 2019
CETERA INVESTMENT SERVICES LLC
June 2, 2008 - August 30, 2016
ARVEST WEALTH MANAGEMENT
June 2, 2008 - August 30, 2016
ARVEST WEALTH MANAGEMENT
January 15, 2008 - May 23, 2008
U.S. BANCORP INVESTMENTS, INC.
January 8, 2008 - May 23, 2008
U.S. BANCORP INVESTMENTS, INC.
September 24, 2004 - June 5, 2006
MORGAN STANLEY DW INC.
September 3, 2004 - June 5, 2006
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 6/15/2026
General Securities Representative ExaminationFINRA
Current Firm
CETERA INVESTMENT SERVICES LLC
CRD#: 15340 / SEC#: 801-45573, 8-31826
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CETERA FINANCIAL GROUP, INC. | SOLE MEMBER | |
| BUCHHEISTER, JEFFREY ROBERT | CHIEF FINANCIAL OFFICER | 4709900 |
| BUDEVICH, SERGE | VICE PRESIDENT AND TAX OFFICER | 7996345 |
| CASEY, SEAN PATRICK | VICE PRESIDENT | 2156290 |
| DOWELL, RODNEY CAMMERON | PRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT | 7376607 |
| GOK, LISA ANNE | SECRETARY | 5059738 |
| HANAU, JENNIFER LEIGH | VICE PRESIDENT | 2898698 |
| HOLWEGER, KIMBERLEY ANN | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1572778 |
| KIRCHER, NICHOLE MARIE | VICE PRESIDENT | 2876887 |
| LEE, WINNIE AI-LING | ASSISTANT SECRETARY | 7381661 |
| MACKAY, TODD CHRISTOPHER | MANAGER | 2799860 |
| MIZUGUCHI, MAURA | CHIEF ACCOUNTING OFFICER AND TREASURER | 5769181 |
| NEARY, JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | 2993505 |
| RAMOS, RAMON | MONEY LAUNDERING REPORTING OFFICER | 2160203 |
| REINHOLZ, CHRISTOPHER JON | VICE PRESIDENT, DIRECTOR OF TRADING | 1961258 |
| RUMMEL, LEANN RENEE | MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 1965155 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
| STINSON, TIMOTHY EARL MCCOY | VICE PRESIDENT | 2272183 |
| VAN HAVERMAAT, DAVID JAMES | ASSISTANT SECRETARY | 7042846 |
Disclosures
| Regulatory Event | 12 |
| Arbitration | 3 |
Red Flags
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