Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Hamilton is a financial advisor with over 20 years of experience in the industry. She is currently registered with Rockefeller Financial LLC, a firm that has a strong commitment to providing personalized financial advice and wealth management services. Bonnie is dedicated to helping clients achieve their financial goals through a comprehensive approach that considers their unique circumstances and aspirations. Bonnie previously worked with Morgan Stanley, Citigroup Global Markets Inc., and The Robinson-Humphrey Company, LLC. With her extensive experience and commitment to client success, Bonnie provides her clients with the financial guidance they need to build a secure future.
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.
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.
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.
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2
GA
01/17/2020 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
06/01/2009 - 01/21/2020
MORGAN STANLEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
07/08/1998 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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