Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Helvey is a financial advisor with Edward Jones, a financial services firm headquartered in St. Louis, Missouri. Bonnie has been a registered representative for over 30 years and has served clients in the state of Washington since 1999. Her experience includes working with high-net-worth individuals, corporations, and other businesses. Bonnie has a strong commitment to providing comprehensive financial planning services to her clients, including investment management, retirement planning, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
WA
02/13/2007 - Present
Edward Jones (EPHRATA WA)
NY
07/31/1993 - 12/01/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/11/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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