Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Dodson is a financial advisor with Advisory Services Network. Bonnie is a Certified Financial Planner with over 30 years of experience in the financial services industry. Bonnie has a comprehensive understanding of investment strategies and a strong commitment to helping clients achieve their financial 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.
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.
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2
FL
06/14/2021 - Present
Advisory Services Network (W. Palm Beach FL)
FL
02/22/2019 - 06/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (West Palm Beach FL)
FL
10/25/2012 - 03/22/2019
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
07/14/2006 - 10/29/2012
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
01/10/1994 - 07/18/2006
MORGAN STANLEY DW INC. (DELRAY BEACH FL)
NY
09/15/1989 - 01/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/02/1987 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
04/02/1984 - 07/06/1987
COMMVEST SECURITIES,INC.
NA
01/24/1983 - 03/01/1984
ALAN BUSH BROKERAGE CO
NA
09/01/1976 - 04/03/1978
REYNOLDS SECURITIES, INC.
IA
Issued 12/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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