Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Kirchner is a financial advisor who has been in the industry since 1993. Bonnie is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in several states. Bonnie is also an adjunct faculty member at Bentley University.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (MARION MA)
MA
08/24/2009 - 12/31/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (MARION MA)
MA
09/11/2006 - 08/25/2009
MUTUAL SERVICE CORPORATION (MARIION MA)
MA
02/12/2004 - 09/12/2006
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/09/2001 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
04/27/1993 - 10/09/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
09/28/1999 - 06/20/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MA
09/28/1992 - 04/30/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/28/1992 - 04/30/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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