Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Katherine Roberts is an active broker and investment advisor representative registered with Janney Montgomery Scott LLC. Bonnie has been in the financial services industry since 2001. Bonnie has experience working with individuals, high-net-worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Bonnie has a strong track record of providing financial advice and portfolio management services to clients.
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.
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.
Fee plus commission
1
2
SC
03/16/2012 - Present
Janney Montgomery Scott LLC (AIKEN SC)
SC
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (AIKEN SC)
SC
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AIKEN SC)
GA
11/29/2001 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BOTH
Issued 09/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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