Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie-clare? Claim Your ProfileBonnie-clare Quinn Kunath is a registered representative of Equitable Advisors, LLC with over 34 years of experience in the securities industry. Bonnie-clare is currently licensed to sell securities in Alabama, California, Florida, New York, North Carolina, Ohio, Texas and Virginia. Bonnie-clare has held previous positions at Legacy Financial Services, Inc., W.S. Griffith & Co., Inc. and Allmerica Investments, Inc. Bonnie-clare holds the Series 6, 7, 22 and 66 securities licenses, as well as the SIE exam. Bonnie-clare specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. In addition to working with Equitable Advisors, LLC, Bonnie-clare also has several other business interests.
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
NC
03/06/2019 - Present
Equitable Advisors, LLC (RALEIGH NC)
CA
05/20/1999 - 12/31/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CT
05/11/1993 - 06/01/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
03/21/1985 - 05/10/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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