Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosa? Claim Your ProfileRosa Angelina Bonnet is a financial advisor with over 13 years of experience in the industry. Rosa is currently registered with LPL Financial LLC, and has been with them since February 2018. Prior to that, Rosa has held positions at several other firms including INVEST Financial Corporation, J.P. Morgan Securities LLC, SunTrust Investment Services, INC., PNC Investments, and NatCity Investments, INC. Rosa holds both Series 66 and Series 7 licenses. She is registered to conduct business in California and Florida. Rosa has a diverse background and is able to assist clients with a variety of needs, including financial planning, portfolio management, pension consulting, and educational seminars.
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
FL
02/14/2018 - Present
LPL Financial LLC (PORT SAINT LUCIE FL)
FL
12/01/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (PORT SAINT LUCIE FL)
FL
06/02/2016 - 12/06/2016
J.P. MORGAN SECURITIES LLC (PORT ST LUCIE FL)
FL
12/18/2013 - 09/08/2015
SUNTRUST INVESTMENT SERVICES, INC. (VERO BEACH FL)
FL
11/13/2009 - 11/01/2013
PNC INVESTMENTS (FORT PIERCE FL)
FL
06/25/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORT ST. LUCIE FL)
FL
05/10/2004 - 05/29/2007
PRUCO SECURITIES, LLC. (W. PALM BEACH FL)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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