Bonnie Staniewicz (CRD# 3049575) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 25 years of experience in the finance industry. Bonnie Staniewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Portsmouth, NH | Jul 2021 - Current | 2 |
First Anchor Wealth Management, LLC | Portsmouth, NH | Dec 2020 - Jul 2021 | < 1 |
Richie Mcfarland Childrens Center | Stratham, NH | Jul 2020 - Jul 2021 | 1 |
Rental Property | Barrington, NH | May 2020 - Jul 2021 | 1 |
Fielder's Keeper, LLC | Barrington, NH | Apr 2019 - Jul 2021 | 2 |
First Anchor Financial Group, Llc (dba) | Barrington, NH | Sep 2017 - Jul 2021 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Portsmouth, NH | Sep 1998 - Jul 2021 | 22 |
Waddell & Reed, Inc. | Portsmouth, NH | Apr 1998 - Jul 2021 | 23 |
Richie Mcfarland Children's Center | Stratham, NH | Jul 2018 - Aug 2019 | 1 |
Richie Mcfarland Childrens Center | Stratham, NH | Jun 2015 - Sep 2016 | 1 |
Richie Mcfarland Childrens Center | Stratham, NH | Jun 2010 - Sep 2016 | 6 |
Greater Barrington Chamber Of Commerce | Barrington, NH | Jan 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1998 |
S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- FL
- NH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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