Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Jean Hatley is a financial professional with over 20 years of experience in the industry. Bonnie has a Series 7 and Series 63 license and is registered with LPL Financial LLC in North Carolina. Bonnie has worked with various financial institutions, including BB&T Investment Services, Inc., Wachovia Securities, LLC, and Wachovia Securities, Inc. Bonnie has specialized in providing financial services to individuals, corporations, and charitable organizations. Bonnie has expertise in financial planning, portfolio management, and investment consulting. Bonnie's goal is to help clients reach their financial goals and objectives.
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
NC
06/20/2011 - Present
LPL Financial LLC (FAYETTEVILLE NC)
NC
07/10/2006 - 06/20/2011
BB&T INVESTMENT SERVICES, INC. (RAEFORD NC)
NC
06/15/2002 - 06/23/2006
WACHOVIA SECURITIES, LLC (FAYETTEVILLE NC)
NC
10/04/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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