Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita Melissa Eason is a financial advisor with Principal Securities, Inc. based in Charlotte, NC. Bonita has been in the financial services industry since 2002. Prior to working with Principal Securities, Bonita was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC, LPL FINANCIAL LLC, METLIFE INVESTORS DISTRIBUTION COMPANY and VANGUARD MARKETING CORPORATION. Bonita is a licensed agent in Iowa and North Carolina and holds Series 6 and 63 licenses as well as the SIE exam.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
12/08/2020 - Present
Principal Securities, Inc. (Charlotte NC)
NC
10/12/2018 - 02/13/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
SC
01/17/2017 - 10/08/2018
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/14/2013 - 11/11/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
09/22/1999 - 03/19/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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