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 Ireland is a financial advisor currently registered with LPL Financial LLC. Bonnie is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. Bonnie specializes in providing financial planning, portfolio management, and consulting services to individuals and families, corporations, and charitable organizations. Bonnie is committed to helping clients achieve their financial goals and objectives.
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.
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2
NH
08/02/2018 - Present
LPL Financial LLC (MEREDITH NH)
MA
03/25/2004 - 03/16/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/25/2004 - 03/16/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
RI
07/07/2003 - 03/09/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
06/21/1995 - 03/10/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 05/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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