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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haralds? Claim Your ProfileHaralds Bondaris is an investment advisor representative at Great Valley Advisor Group, Inc., a registered investment advisor firm with offices in Wilmington, DE and Plymouth, MN. Haralds Bondaris specializes in providing investment advisory services to individuals, corporations, and pension plans. Haralds Bondaris has been in the financial services industry since November 2007 and has a CFP designation.
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.
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 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.
1
2
MN
11/24/2015 - Present
Great Valley Advisor Group, Inc. (PLYMOUTH MN)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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