Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Oquinn is a registered Investment Advisor Representative with Level Four Advisory Services. Bonnie has been in the financial services industry for over 17 years and has held various positions at different firms. Bonnie is a licensed insurance agent for life, annuity and long term care insurance, and is also a board member and chair of the Durham-Orange Estate Planning Council. Bonnie has passed Series 6, 7, 63 and 65 exams, and is currently registered with the state of North Carolina. Bonnie specializes in providing financial planning services, portfolio management services, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
NC
04/05/2023 - Present
Level Four Advisory Services (RALEIGH NC)
NC
01/09/2014 - 09/01/2016
MORGAN STANLEY (CHAPEL HILL NC)
NC
12/21/2010 - 07/11/2013
AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)
TN
04/24/2008 - 12/23/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NC
04/11/2005 - 03/04/2008
JBS LIBERTY SECURITIES, INC. (CHAPEL HILL NC)
NC
02/26/2002 - 05/09/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/23/1999 - 02/09/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 03/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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