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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Rachel Douglas is a registered investment advisor representative with Planmember Securities Corp. and has been in the financial industry since 2006. Bonnie Rachel Douglas is licensed in multiple states, including Florida, California, Illinois, Iowa, Michigan, Missouri, North Carolina, Pennsylvania, and South Carolina. Bonnie Rachel Douglas also holds the Series 6, SIE, and Series 63 licenses. Bonnie Rachel Douglas is a registered investment advisor representative with Planmember Securities Corp. and offers a variety of services to clients, including financial planning, investment management, and investment supervisory services. Bonnie Rachel Douglas has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Bonnie Rachel Douglas's focus is on providing personalized financial advice and investment management services to help clients achieve their financial goals.
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.
Provides investment supervisory services
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
FL
06/01/2020 - Present
Planmember Securities Corp. (BOYNTON BEACH FL)
FL
04/25/2006 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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