Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Parker is a financial advisor registered with Osaic Institutions, Inc. Bonnie has been in the financial services industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Bonnie provides financial planning and investment management services and has worked at a number of firms including SunTrust Investment Services, Inc. and Banc of America Investment Services, Inc. In addition to financial services, Bonnie is also a Private Banking Manager at Citizens Bank and Trust.
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.
Solicitation services for other advisers
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.
1
2
NC
06/18/2013 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
FL
02/21/2001 - 03/28/2013
SUNTRUST INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
MA
08/24/1999 - 01/18/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
03/16/1994 - 04/08/1994
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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