Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Lynn Staniewicz is a financial advisor with over 23 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Bonnie is a Certified Financial Planner and has held positions at Waddell & Reed and First Anchor Wealth Management, LLC. Bonnie is licensed in 21 states and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Bonnie is committed to providing personalized financial planning services that help her clients achieve their financial goals.
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
07/21/2021 - Present
LPL Financial LLC (PORTSMOUTH NH)
NH
06/12/1998 - 07/21/2021
WADDELL & REED (PORTSMOUTH NH)
IA
Issued 02/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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