Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Passannante is a financial professional with over 25 years of experience in the industry. Bonnie has worked with Eagle Strategies LLC since 2011. Prior to that, she was registered with Bear, Stearns & Co. Inc. in New York, NY, Northwestern Mutual Investment Services, LLC in Milwaukee, WI and Robert W. Baird & Co. Incorporated in Milwaukee, WI. Bonnie holds several licenses including Series 7, Series 6, Series 8, Series 24, Series 53 and Series 63 and Series 65. Bonnie specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations, and charitable organizations.
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.
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.
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2
GA
02/08/2011 - Present
Eagle Strategies LLC (ALPHARETTA GA)
NY
09/21/2000 - 10/21/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
WI
04/29/1999 - 12/07/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/22/1995 - 09/07/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/6/2002
Series 24 - General Securities Principal Examination
BC
Issued 5/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/2/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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