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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 registered investment advisor representative with Cetera Investment Advisers LLC. Jeffrey has been in the securities industry since October 18, 2015. Jeffrey is licensed in 17 states and has a wide range of experience in financial planning, portfolio management, and pension consulting. Jeffrey holds Series 7, 24, 52, 53, and 66 licenses. In addition to his work with Cetera, Jeffrey has also held positions with Raymond James Financial Services, Inc., Bancwest Investment Services, Inc., and Edward Jones.
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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2
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 10/3/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/8/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 9/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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