Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pauletta? Claim Your ProfilePauletta Bonner is a financial advisor with LPL Financial LLC. Pauletta has been in the financial industry since 1987. Pauletta is registered with the state of Texas and is active in both the broker-dealer and investment advisory sectors. Pauletta has worked with Morgan Keegan & Company, Inc., RBC Dain Rauscher Inc., Dain Rauscher Incorporated, and Rauscher Pierce Refsnes, Inc. Pauletta has expertise in portfolio management for both individuals and businesses and offers financial planning services.
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.
Consulting and other non-discretionary advisory services
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
TX
09/07/2012 - Present
LPL Financial LLC (TYLER TX)
TX
12/06/2004 - 08/31/2012
MORGAN KEEGAN & COMPANY, INC. (TYLER TX)
NY
03/02/1998 - 12/14/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
02/06/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/24/1987 - 02/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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