Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Zupancic is a financial advisor with over 20 years of experience. Bonnie is currently registered with LPL Financial LLC in Pueblo, Colorado. Previously, Bonnie was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WACHOVIA SECURITIES, LLC, also in Pueblo, Colorado. Bonnie holds the Series 66, Series 7 and SIE licenses. Bonnie specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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
CO
05/19/2020 - Present
LPL Financial LLC (PUEBLO CO)
CO
07/18/2008 - 05/19/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUEBLO CO)
CO
01/01/2008 - 07/24/2008
WACHOVIA SECURITIES, LLC (PUEBLO CO)
CO
05/27/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PUEBLO CO)
CA
12/13/2000 - 04/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/25/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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