Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Marie Roy is a financial advisor with Cetera Investment Advisers LLC. Bonnie has been in the financial services industry since March 23, 1989. Bonnie is registered with the state of Florida and Texas to provide investment advice. Previously, Bonnie was employed at Summit Brokerage Services, Inc., VSR Financial Services, Inc., First Union Securities Financial Network, Inc., JW Genesis Securities, Inc. and JW Genesis Clearing Corp. Bonnie holds Series 4, 7, 24, 52TO, 55, 57TO, 63 and 66 licenses, and is also licensed as a Medicare Supplement agent. Bonnie is experienced in working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Bonnie specializes in financial planning, portfolio management, and pension consulting.
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.
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2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
04/29/2002 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
08/10/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (Boca Raton FL)
MO
01/02/2001 - 12/31/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
11/26/1999 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
07/29/1988 - 07/28/1999
JW GENESIS CLEARING CORP. (BOCA RATON FL)
BOTH
Issued 10/9/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/8/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/22/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/15/2002
Series 4 - Registered Options Principal Examination
BC
Issued 11/6/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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