Unclaimed
Bonnie Marie Blaylock is a financial advisor who has been in the industry since 2011. Bonnie is currently registered with Cetera Investment Advisers LLC. Bonnie has a wide range of experience, including working with individuals, corporations, and charitable organizations. Bonnie offers a variety of services, including financial planning, portfolio management, and educational seminars. Bonnie is committed to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
VA
01/21/2014 - Present
Cetera Investment Advisers LLC (NEWPORT NEWS VA)
NY
01/22/1999 - 09/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 10/10/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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