Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minor? Claim Your ProfileMinor Bond is a financial advisor with over 20 years of experience in the industry. He has a broad background in financial services, having worked for both Morgan Stanley DW Inc. and Raymond James & Associates, Inc. Minor is registered to provide investment advice in 18 states and holds Series 7, 9, 10, 31, 66, and SIE licenses. He is currently affiliated with Raymond James & Associates, Inc. in Ocala, Florida. Minor’s areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
09/29/2023 - Present
Raymond James & Associates, Inc. (OCALA FL)
FL
07/14/2003 - 08/05/2010
RAYMOND JAMES & ASSOCIATES, INC. (OCALA FL)
NY
01/27/2000 - 07/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Minor Bond is the right advisor for you? Invested Better is here to help.
