Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bonney is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since 1989 and holds both a Series 7 and Series 63 license. Jeffrey has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jeffrey is committed to providing personalized financial planning services to help clients achieve their financial goals. Jeffrey also offers a range of other services, including asset allocation, insurance, and estate planning. Jeffrey is a member of the Ameriprise Financial team and is committed to providing clients with the highest level of service.
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.
Asset allocation 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
ME
11/01/2018 - Present
Ameriprise Financial Services, LLC (Kennebunk ME)
MN
11/22/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Bonney is the right advisor for you? Invested Better is here to help.
