Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenna? Claim Your ProfileBrenna Marie Bonillas is a financial advisor with LPL Financial LLC. Brenna has been in the industry for over 10 years and has experience with Ameritas Investment Company, LLC, Girard Securities, Inc., SCF Securities, Inc., and Thrivent Investment Management Inc.. Brenna is registered with the state of California and holds Series 7, 66, and SIE licenses. Brenna is a skilled financial professional with a strong track record in helping clients achieve their financial goals.
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
CA
08/01/2024 - Present
LPL Financial LLC (FRESNO CA)
CA
06/20/2023 - 07/12/2024
AMERITAS INVESTMENT COMPANY, LLC (EXETER CA)
CA
06/03/2016 - 03/27/2017
GIRARD SECURITIES, INC. (FRESNO CA)
CA
03/17/2015 - 04/29/2015
SCF SECURITIES, INC. (FRESNO CA)
CA
11/20/2014 - 02/05/2015
THRIVENT INVESTMENT MANAGEMENT INC. (WOODLAND HILLS CA)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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