Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Sachs is a registered representative with Lincoln Investment. Bonnie has been in the securities industry since 1982 and has experience in both investment advisory and brokerage services. Bonnie is a licensed securities professional with a strong track record of providing financial advice to clients. In addition to being a licensed securities professional, Bonnie holds several professional designations including Series 63, 66, 7, 24, 27, 28, 53 and SIE. Bonnie is committed to providing clients with the highest level of service and expertise.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
11/03/2021 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
NY
02/23/1981 - 11/30/2015
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
01/11/2000 - 01/02/2014
BARRETT SECURITIES INC. (NEW YORK NY)
NY
10/03/1991 - 05/22/1998
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/02/1991
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/05/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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