Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonny? Claim Your ProfileBonny Barbara Collins is an Investment Advisor Representative with Charles Schwab & Co., Inc., registered in Texas. Bonny has been in the industry since 1999. Bonny was previously with INTERNATIONAL ASSETS ADVISORY, LLC, ADVISORS ASSET MANAGEMENT, INC., and USAA FINANCIAL ADVISORS, INC. Bonny also has licenses in Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65. Bonny is located in Westlake, Texas and works with clients across the state.
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
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2
TX
02/01/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/20/2018 - 11/12/2020
INTERNATIONAL ASSETS ADVISORY, LLC (DALLAS TX)
TX
03/26/2007 - 12/05/2017
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
11/19/2004 - 03/23/2007
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/24/1999 - 12/02/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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