John Bonatakis Email & Phone Number

CERTIFIED FINANCIAL PLANNER™, Associate Vice President, Investments @ Raymond James & Associates, Inc.

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John Bonatakis's Location

Springfield, MA, US

John Bonatakis's Work

CERTIFIED FINANCIAL PLANNER™, Associate Vice President, Investments @ Raymond James & Associates, Inc.
CERTIFIED FINANCIAL PLANNER™ and Financial Advisor, Associate Vice President. Investments @ Morgan Stanley
Financial Advisor @ Paine Webber

John Bonatakis's Education

Rensselaer Polytechnic Institute at Hartford
MBA (Business Management / Finance)
1990 - 1992
The American College of Financial Services
(CFP® Certification Curriculum)
2004

John Bonatakis's Skills

Certified Financial Planner
Institutional Consulting Services
ERISA & Retirement Plan Consulting

Trust Services
Portfolio Management
Series 7
Series 66
Series 63
Investments
Erisa And Retirement Plan

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John Bonatakis's Summary

John Bonatakis, based in Springfield, MA, US, is currently a CERTIFIED FINANCIAL PLANNER™, Associate Vice President, Investments at Raymond James & Associates, Inc., bringing experience from previous roles at Morgan Stanley and Paine Webber. John Bonatakis holds a 1990 - 1992 MBA in Business Management / Finance @ Rensselaer Polytechnic Institute at Hartford. With a robust skill set that includes Certified Financial Planner, Institutional Consulting Services, ERISA & Retirement Plan Consulting, Trust Services, Portfolio Management and more, John Bonatakis contributes valuable insights to the industry. John Bonatakis has 3 emails and 1 mobile phone number on RocketReach.