Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita G. Selwaeh is a financial professional with over 16 years of experience in the financial services industry. Bonita has held positions with several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Investment Services, Inc., and Infinex Investments, Inc. Currently, Bonita is a Registered Representative and Investment Advisor Representative at Osaic Institutions, Inc., serving clients from her office in Williamsburg, Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
VA
08/29/2022 - Present
Osaic Institutions, Inc. (Williamsburg VA)
CT
10/02/2015 - 03/17/2021
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
06/03/2010 - 09/04/2015
BB&T INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
10/23/2009 - 05/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
VA
05/19/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
IA
Issued 02/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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