Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Bond is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Inna has been in the securities industry since 2006 and holds a Series 6, 7, 63 and 65 license. Inna has over 15 years of experience in the financial services industry and specializes in portfolio management for individuals and businesses. Inna also provides financial planning, pension consulting and educational seminars. Inna has a strong track record of success in helping clients reach their financial goals. Inna is committed to providing her clients with personalized service and a high level of expertise.
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
TX
07/12/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (THE WOODLANDS TX)
IL
08/25/2020 - 02/08/2021
PFS INVESTMENTS INC. (ARLINGTON HEIGHTS IL)
IL
04/11/2012 - 08/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PROSPECT IL)
IL
10/19/2011 - 03/23/2012
METLIFE SECURITIES INC. (BUFFALO GROVE IL)
WA
11/13/2008 - 07/09/2010
KEY INVESTMENT SERVICES LLC (BELLEVUE WA)
WA
05/22/2007 - 05/31/2007
AXA ADVISORS, LLC (BELLEVUE WA)
WA
02/27/2006 - 11/08/2006
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
IA
Issued 06/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative 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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