Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Kathleen Bond is a financial advisor with over 20 years of experience in the industry. She is currently registered with LPL Financial LLC and has been with the firm since 2009. Prior to that, Ann worked with Raymond James Financial Services, Inc. from 2001 to 2009. Her expertise spans various areas, including securities, investment advisory, and financial planning. Ann is dedicated to helping her clients achieve their financial goals and provides personalized advice and guidance tailored to individual needs.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/09/2009 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/29/2001 - 06/22/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORONADO CA)
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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