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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Ruth Bonam is a financial advisor with Raymond James & Associates, Inc. based in SOUTHFIELD, MI. Sarah has been in the industry since 2008. Sarah has experience working with various clients including corporations, high-net-worth individuals, and pension and profit-sharing plans. Before joining Raymond James & Associates, Inc., Sarah worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., and LPL Financial Corporation. Sarah is licensed to sell securities in multiple states and has a variety of licenses and certifications including the Series 66, 63, 24, 10, 9, 99TO, 3, SIE, and 7. Sarah's professional experience and licenses make her a well-rounded advisor able to help clients with their financial needs.
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
MI
10/06/2021 - Present
Raymond James & Associates, Inc. (SOUTHFIELD MI)
MA
01/28/2019 - 05/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
OH
10/11/2012 - 07/11/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
MI
03/22/2010 - 01/11/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON HILLS MI)
MI
06/25/2008 - 09/22/2009
LPL FINANCIAL CORPORATION (BINGHAM FARMS MI)
MI
06/21/2006 - 08/14/2007
LINSCO/PRIVATE LEDGER CORP. (BINGHAM FARMS MI)
MN
08/26/2004 - 02/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/26/2004 - 02/24/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/27/2003 - 07/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/2003 - 07/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/01/2019
Series 3 - National Commodity Futures Examination
BC
Issued 07/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
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
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