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 Packo is a financial advisor registered with LPL Financial LLC. Bonnie has been working in the financial industry since 1992. Bonnie is based in Bellingham, Washington. LPL Financial LLC is a well-established firm with over 168,000 clients and more than $50 billion in assets under management. Bonnie's experience and the firm's resources provide a strong foundation for her clients' financial success.
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
WA
10/05/2006 - Present
LPL Financial LLC (BELLINGHAM WA)
WA
08/12/2006 - 10/16/2006
UBS FINANCIAL SERVICES INC. (EVERETT WA)
WA
02/08/2001 - 08/12/2006
PIPER JAFFRAY & CO. (EVERETT WA)
NY
03/02/1998 - 02/20/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
04/06/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
WA
10/01/1992 - 02/16/1995
INVESTORS NATIONAL CORPORATION (BELLINGHAM WA)
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bonnie Packo is the right advisor for you? Invested Better is here to help.
