Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Kell is a financial advisor with over 10 years of experience in the industry. Currently, Bonnie Kell is registered with Key Investment Services LLC in Brooklyn, Ohio, where she has been with the firm since 2013. Prior to this, Bonnie Kell worked at BANC OF AMERICA INVESTMENT SERVICES, INC., and QUICK & REILLY, INC.. Bonnie Kell holds Series 6 and Series 63 licenses, along with the SIE Exam.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/02/2013 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (EAST AURORA NY)
NY
01/29/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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