Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Allard is a financial advisor with over 23 years of experience in the industry. Bonnie is currently registered with Osaic Wealth, Inc. in Muskegon, MI. Previously, Bonnie was registered with Securities America, Inc., First Allied Securities, Inc., Invest Financial Corporation, ING Financial Partners, Inc. and Pruco Securities, LLC. Bonnie specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (Muskegon MI)
MI
05/16/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Muskegon MI)
MI
03/14/2014 - 05/18/2016
FIRST ALLIED SECURITIES, INC. (MUSKEGON MI)
MI
08/18/2006 - 03/18/2014
INVEST FINANCIAL CORPORATION (MUSKEGON MI)
MI
04/18/2006 - 08/03/2006
ING FINANCIAL PARTNERS, INC. (MUSKEGON MI)
NJ
01/05/2000 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bonnie Allard is the right advisor for you? Invested Better is here to help.
