Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Jean Bonson is a financial professional with over 30 years of experience in the financial services industry. Darlene has a strong background in providing financial planning and investment advice to a diverse clientele, including individuals, families, businesses, and retirement plans. She has a Series 7, Series 63, and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. Darlene is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). She is currently affiliated with SPC, a firm known for its focus on providing financial planning and investment advisory services. Darlene is passionate about helping clients achieve their financial goals and has a reputation for providing personalized and comprehensive financial advice.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
11/19/2024 - Present
SPC (ANN ARBOR MI)
PA
05/28/2008 - 06/30/2009
INVESTMENT PROFESSIONALS, INC. (IRWIN PA)
PA
11/07/2007 - 05/08/2008
WRP INVESTMENTS, INC. (WEST NEWTON PA)
PA
03/15/1994 - 11/30/2007
1717 CAPITAL MANAGEMENT COMPANY (WEST NEWTON PA)
BC
Issued 05/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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