Unclaimed
Debbie Lynn Bonvissuto is a financial advisor with U.S. Bancorp Investments, Inc., a firm that manages $1 billion to $10 billion in assets. Debbie Lynn Bonvissuto is registered to provide advisory services in Ohio. She has been a financial advisor for over 22 years, and she holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. Debbie Lynn Bonvissuto specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
12/05/2013 - Present
U.s. Bancorp Investments, Inc. (Rocky River OH)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
04/10/2000 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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