Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leda? Claim Your ProfileLeda Yasmine Bonilla is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Leda has been in the industry since 2001 and holds the Series 66, Series 7, and SIE licenses. Leda has previously worked with Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. Leda specializes in portfolio management for individuals and businesses and provides financial planning, pension consulting, and educational seminars. Leda also provides hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
02/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (VIENNA VA)
VA
02/06/2009 - 02/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
DC
03/05/2001 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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