Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Copeland is an active Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. Bonnie has worked in the financial industry since March 1998. Prior to joining UBS Financial Services Inc., Bonnie was employed at Commonwealth Financial Network. Bonnie holds multiple licenses including Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65. Bonnie currently operates out of the Napa, California branch office of UBS Financial Services Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
05/26/2011 - Present
UBS Financial Services Inc. (NAPA CA)
CA
03/17/2009 - 03/17/2011
COMMONWEALTH FINANCIAL NETWORK (SAN FRANCISCO CA)
CA
01/22/2007 - 01/20/2009
UBS FINANCIAL SERVICES INC. (NAPA CA)
CA
10/24/2005 - 06/30/2006
COMMONWEALTH FINANCIAL NETWORK (VACAVILLE CA)
CA
02/23/1999 - 11/10/2005
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
CA
06/30/1997 - 03/02/1999
ROUND HILL SECURITIES, INC. (ALAMO CA)
IA
Issued 02/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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