Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Sewell is an Investment Advisor Representative with Dakota Wealth, LLC. Bonnie is located in PALM BEACH GARDENS, FL, and has been in the industry since July 2009. Bonnie has a Series 65 license and is registered with the state of Virginia. Bonnie has experience working with individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations. Bonnie provides financial planning, portfolio management, and outsourced investment advisory services for other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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FL
02/10/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
IA
Issued 06/15/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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