Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Gautreaux is a financial advisor with The Leaders Group, Inc. located in Boca Raton, FL. Bonnie has been in the financial services industry since 1998. Bonnie holds the Series 6, Series 26, and Series 63 licenses. Bonnie has worked for several firms over the years, including Kestra Investment Services, LLC, Allstate Financial Services, LLC, and VALIC Financial Advisors, Inc.
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.
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.
1
2
FL
04/19/2021 - Present
THE Leaders Group, Inc. (Boca Raton FL)
FL
05/04/2018 - 03/26/2021
KESTRA INVESTMENT SERVICES, LLC (Boca Raton FL)
FL
03/09/2015 - 02/07/2018
ALLSTATE FINANCIAL SERVICES, LLC (Coconut Creek FL)
FL
12/20/2013 - 10/16/2014
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
IL
09/15/1998 - 05/17/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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