Unclaimed
Bonnie Arbuckle is a financial advisor at LPL Financial LLC. Bonnie has been in the financial services industry for over 7 years. Bonnie is licensed in 7 states. Bonnie holds the Series 6, Series 26 and Series 63 securities licenses as well as the SIE exam. Bonnie is also registered with FINRA and has over 7 years of experience in the financial industry.
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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2
LA
11/15/2023 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
05/19/2016 - 11/15/2023
PFS INVESTMENTS INC. (Shreveport LA)
BC
Issued 11/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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