Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Flower Rice is an investment advisor representative with The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Bonnie has been in the industry since 1985 and has a wide range of experience in financial planning, portfolio management, and other advisory services. Bonnie holds Series 6 and Series 63 licenses and is a Chartered Financial Consultant.
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.
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.
Adminstrative 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
HI
04/21/2021 - Present
THE Rice Partnership, LLC (HONOLULU HI)
NE
05/31/2000 - 11/28/2005
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NA
11/13/1985 - 07/22/1989
PRUCO SECURITIES CORPORATION
BC
Issued 05/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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