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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabitha? Claim Your ProfileTabitha Leigh Bond is a financial advisor who has been in the industry since December 5, 2011. Tabitha Leigh Bond is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since August 2017. Previously, Tabitha Leigh Bond was employed with WELLS FARGO CLEARING SERVICES, LLC and CETERA INVESTMENT SERVICES LLC. Tabitha Leigh Bond is licensed in 44 states and has a Series 7 and Series 66 license. Tabitha Leigh Bond provides financial advice and services to individuals, businesses, corporations, insurance companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
08/25/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FAIRHOPE AL)
AL
09/17/2013 - 08/04/2017
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
FL
11/15/2011 - 09/11/2013
CETERA INVESTMENT SERVICES LLC (PENSACOLA FL)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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