Ozeme J. Bonnette Cooley

TRI-QUEST INVESTMENT ADVISORS

FRESNO, CA 93720

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CRD#: 4169523

Professional summary

Ozeme Jeanne Bonnette Cooley, who also goes by Ozeme J Bonnette, Ozeme Jeanne Bonnette, Ozeme J. Bonnette-williams, is a registered financial advisor currently at TRI-QUEST INVESTMENT ADVISORS located in Fresno, California.

Ozeme is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ozeme has worked at 6 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ozeme J Bonnette | Ozeme Jeanne Bonnette | Ozeme J. Bonnette-Williams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

IDEN REAL ESTATE 7946 N MAPLE AVE #113 FRESNO, CA 93720 REAL ESTATE INVESTMENT NOT INVESTMENT RELATED 01/2001 INVESTOR 10 HOURS/MO 5 HOURS/MO DURING TRADING HRS BASIC PROPERTY MANAGEMENT TYPE RESPONSIBILITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ozeme Jeanne Bonnette Cooley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 21, 2005 - Present

TRI-QUEST INVESTMENT ADVISORS

Office #1: 7946 N Maple Ave #113, Fresno, CA 93720

RIA

CRD#: 135364

FRESNO, CA

Past

April 1, 2004 - May 9, 2005

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

PRATHER, CA

Past

October 24, 2003 - May 9, 2005

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

July 21, 2003 - October 3, 2003

BLUE VASE SECURITIES, LLC

RIA

CRD#: 46765

PRATHER, CA

Past

June 17, 2003 - October 3, 2003

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

January 1, 2002 - April 22, 2003

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

June 28, 2001 - January 1, 2002

IAC SECURITIES, INC.

CRD#: 14081

TINLEY PARK, IL

Past

November 13, 2000 - July 3, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/21/2005)

IAR

Louisiana
(9/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/28/2004

General Securities Principal Examination

Current Firm

TRI-QUEST INVESTMENT ADVISORS

SOLOMON GROUP III INC. | TRI-QUEST INVESTMENT ADVISORS

CRD#: 135364 / SEC#:

California

Registered Investment Advisory firm - (7/21/2005 Approved)

Louisiana

Registered Investment Advisory firm - (9/27/2023 Approved)

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Contact information

Main Address

7946 N. Maple Ave #113, Fresno, CA 93720

Mailing Address

Phone number

(559) 323-8300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 15,409,180

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ozeme J. Bonnette Cooley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ozeme Jeanne Bonnette Cooley's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRI-QUEST INVESTMENT ADVISORS

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

BLUE VASE SECURITIES, LLC

BLUE VASE SECURITIES, LLC

SCF SECURITIES, INC.

IAC SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2000

Series 7

Date: 7/6/2000

Series 24

Date: 7/28/2004

Current Firm

TRI-QUEST INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRI-QUEST INVESTMENT ADVISORS

TRUST BUT VERIFY

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