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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Bonk is a financial advisor with over 15 years of experience in the industry. Jeffrey Michael Bonk currently works at Cetera Investment Advisers LLC, where he is licensed to provide investment advice in Hawaii and Texas. Jeffrey Michael Bonk has previously held positions at Raymond James Financial Services, Inc., BANCWEST INVESTMENT SERVICES, INC. and EDWARD JONES. Jeffrey Michael Bonk has a diverse background and is well-equipped to provide financial guidance to a wide range of clients.
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.
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.
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HI
04/13/2023 - Present
Cetera Investment Advisers LLC (KAHULUI HI)
HI
05/03/2017 - 07/17/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (KAHULUI HI)
HI
01/06/2016 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
HI
09/16/2015 - 12/03/2015
EDWARD JONES (HONOLULU HI)
BOTH
Issued 10/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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