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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollie? Claim Your ProfileHollie Jo Bonnes is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Hollie Jo Bonnes is a licensed advisor in 53 states. Hollie Jo Bonnes has a total of 5 years of experience in the financial services industry. Hollie Jo Bonnes has passed the Series 66, Series 10, Series 9, Series 7TO, and SIE exams. Hollie Jo Bonnes specializes in providing financial advice to individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Hollie Jo Bonnes is a dedicated professional with a strong commitment to providing her clients with personalized financial guidance. Hollie Jo Bonnes works to help her clients achieve their financial goals through a variety of investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SD
01/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SIOUX FALLS SD)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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