Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Berry is a financial advisor at Ameriprise Financial Services, LLC. Bonnie has been in the financial services industry since 1994 and is registered with FINRA and the SEC. Bonnie is also registered as an investment advisor representative in the District of Columbia, Maryland, Texas, and Virginia. Bonnie has a diverse client base, including individuals, trusts and estates, insurance companies, and charitable organizations. Bonnie's primary focus is on providing financial planning and portfolio management services.
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.
Asset allocation services
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
MD
05/20/1994 - Present
Ameriprise Financial Services, LLC (La Plata MD)
MN
03/17/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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