Bonnie K. Ciresi
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bonnie Katheryn Ciresi, who also goes by Bonnie Katheryn Lush, was a registered financial professional .
Bonnie is a previously registered financial professional and started their career in finance in 2010. Bonnie had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 3, 2014 - December 9, 2015
MWM ADVISORY
January 25, 2011 - December 9, 2015
LPL FINANCIAL LLC
December 21, 2010 - December 9, 2015
LPL FINANCIAL LLC
State Registrations and Notice Filings
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Exams
Current Firm
MWM ADVISORY
CRD#: 166411 / SEC#: 801-106583
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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