Unclaimed
Bonnita Hughes is a financial professional with over 18 years of experience in the financial services industry. Bonnita is currently registered as an investment advisor representative with Charles Schwab & CO., Inc. where she has been working since April 2018. Bonnita has previously worked with ONEAMERICA SECURITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., and CITICORP INVESTMENT SERVICES. Bonnita is licensed to offer securities and investment advisory services in 53 states and jurisdictions.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/03/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
04/20/2015 - 03/21/2018
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
AZ
04/14/2009 - 11/05/2014
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
IL
01/01/2008 - 01/26/2009
WACHOVIA SECURITIES, LLC (OAKBROOK IL)
IL
04/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)
IL
05/24/2004 - 04/16/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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