Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Perkins is a registered investment advisor representative with Raymond James & Associates, Inc. Bonnie Perkins has been working in the financial services industry since 1984. Bonnie Perkins has experience in providing financial planning, pension consulting and portfolio management. Bonnie Perkins' previous employers include Merrill Lynch and Raymond James.
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.
Please see note in schedule d - miscellaneous
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
TX
07/08/2022 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
01/29/2018 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHLAKE TX)
TX
07/08/2013 - 01/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
NA
12/06/1993 - 07/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/14/1992 - 07/08/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/26/1984 - 08/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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