Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Flood is a financial advisor with over 17 years of experience in the industry. Bonnie has worked with LPL Financial LLC since January 2025, and prior to that, was with Citigroup Global Markets Inc. and Citicorp Investment Services. Bonnie holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Bonnie is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Bonnie also holds several registrations across the United States and specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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
IL
02/05/2025 - Present
LPL Financial LLC (CHICAGO IL)
IL
05/29/2007 - 08/21/2009
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON HEIGHTS IL)
IL
04/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (ARLINGTON HEIGHTS IL)
BOTH
Issued 07/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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