Unclaimed
Bonnie Marie Blaylock is an Investment Advisor Representative with Cetera Investment Advisers LLC. Bonnie has over 20 years of experience in the financial services industry, and has held a variety of roles at different firms. Bonnie is a Certified Financial Planner and has passed multiple securities exams including the Series 7, 24, 63, and 65 exams. Prior to joining Cetera Investment Advisers LLC, Bonnie was an Investment Advisor Representative with Cetera Investment Services LLC. Bonnie is currently licensed in the following states: Virginia, Texas, California, Colorado, Florida, Georgia, Illinois, Kansas, Maryland, New York, North Carolina, North Dakota, Pennsylvania, South Carolina, Washington, and Wisconsin.
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 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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