Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Covington is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Bonnie has been in the industry since 2008, working with LPL FINANCIAL LLC and RBC CAPITAL MARKETS, LLC. Bonnie has a broad range of experience providing financial advice and portfolio management services. Bonnie has a Series 7, Series 24 and Series 66 licenses and has worked with various client types including high-net-worth individuals, corporations, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
05/11/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
SC
10/16/2013 - 02/26/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
02/19/2008 - 10/25/2013
RBC CAPITAL MARKETS, LLC (HICKORY NC)
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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