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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Voneen? Claim Your ProfileVoneen Bright is a financial advisor in Bellevue, Washington, with over 25 years of experience in the industry. Voneen is a Registered Representative and Investment Advisor Representative with Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. Voneen is also a licensed insurance producer affiliated with CHI Life Insurance. Voneen has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Voneen specializes in financial planning, investment management, and retirement planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
05/10/2016 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
07/24/2015 - 04/29/2016
NBC SECURITIES, INC. (BELLEVUE WA)
WA
04/11/2012 - 07/24/2015
JHS CAPITAL ADVISORS, LLC (BELLEVUE WA)
WA
10/09/2008 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (BELLEVUE WA)
WA
04/13/2007 - 01/17/2008
THE CONCORD EQUITY GROUP, LLC (BELLEVUE WA)
MO
03/01/2001 - 04/26/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/14/1998 - 04/10/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
02/08/1996 - 12/24/1997
DAIN BOSWORTH INCORPORATED
MN
02/08/1994 - 11/17/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 03/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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