Unclaimed
Bonnie Clark is a financial professional with over 18 years of experience in the financial services industry. Bonnie is currently registered with Lincoln Financial Distributors, Inc. and has previously held positions with Lincoln Financial Advisors Corporation, Voya Financial Partners, LLC, ING Financial Advisers, LLC, and Phoenix Equity Planning Corporation. Bonnie has passed the Series 6, Series 26, and SIE exams.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
08/24/2018 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
11/19/2009 - 07/18/2018
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
NY
05/11/2007 - 08/04/2009
ING FINANCIAL ADVISERS, LLC (LATHAM NY)
NY
10/15/2004 - 04/18/2007
PHOENIX EQUITY PLANNING CORPORATION (EAST GREENBUSH NY)
BC
Issued 02/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bonnie Clark is the right advisor for you? Invested Better is here to help.