Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Jean Aleck is an investment advisor representative associated with LPL Financial LLC, registered with the state of Maine. Bonnie Jean Aleck has been in the industry since 1985 and has held previous positions with Commonwealth Financial Network and First Investors Corporation. Bonnie Jean Aleck is also registered with the state of North Carolina.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
02/05/2024 - Present
LPL Financial LLC (FARMINGTON ME)
ME
10/21/2020 - 04/24/2023
COMMONWEALTH FINANCIAL NETWORK (MEXICO ME)
ME
07/08/1987 - 06/30/2020
COMMONWEALTH FINANCIAL NETWORK (MEXICO ME)
NA
10/16/1984 - 07/15/1987
FIRST INVESTORS CORPORATION
IA
Issued 02/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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