Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita Pearson is a financial advisor with over 20 years of experience in the industry. Bonita has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Bonita is currently registered with Raymond James & Associates, Inc. and is licensed to conduct business in multiple states. Bonita holds Series 6, 7 and 63 licenses as well as the SIE exam. Previously Bonita was registered with Morgan Keegan & Company, Inc. and First Tennessee Brokerage, Inc. Bonita is committed to providing her clients with personalized financial advice that is tailored to meet their specific needs and 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
09/25/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
09/18/2002 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
03/30/2000 - 08/30/2002
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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