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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bond munroe? Claim Your ProfileBond Boardman Bell is a financial advisor with Cetera Investment Advisers LLC. Bond has been in the industry since 2004 and has experience with both securities and investment advisory services. Bond is registered with FINRA and the state of Indiana and is also registered as an Investment Advisor Representative in Texas. Bond has a Series 7 and Series 66 license and holds the SIE designation. Bond has worked for several firms over the years, including VOYA FINANCIAL ADVISORS, INC. and SCOTT & STRINGFELLOW, INC. Bond specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Bond's previous experience at SCOTT & STRINGFELLOW, INC. and VOYA FINANCIAL ADVISORS, INC. has provided Bond with a diverse range of experience in the financial services industry.
FT WAYNE, IN
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (FT WAYNE IN)
IN
07/28/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FT WAYNE IN)
VA
12/17/2004 - 08/02/2006
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 1/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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