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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 munroe Bell Boardman is a registered investment advisor representative with Cetera Investment Advisers LLC. Bond munroe Bell Boardman is also registered as an investment advisor representative in Indiana and Texas. Bond munroe Bell Boardman has been in the securities industry since December 16, 2004. Before joining Cetera Investment Advisers LLC, Bond munroe Bell Boardman was registered with VOYA FINANCIAL ADVISORS, INC. and SCOTT & STRINGFELLOW, INC. Bond munroe Bell Boardman is a Series 66, Series 7, and SIE licensed representative and holds registrations in 17 states, with a focus on retirement planning, financial planning, and portfolio management for businesses and individuals.
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 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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