Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Brink is a financial advisor with over 14 years of experience in the financial services industry. Lonnie is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 9, Series 10 and Series 66 license. Lonnie is currently registered with Fidelity Personal and Workplace Advisors, and is also registered with the state of New Mexico as an Investment Advisor Representative. Lonnie is also licensed as an Investment Advisor Representative in the state of Texas. Lonnie’s previous experience includes roles with Edward Jones and Pulte Group Inc. Lonnie is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
NM
01/02/2020 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
12/21/2015 - 11/25/2019
EDWARD JONES (BERNALILLO NM)
BOTH
Issued 01/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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