Pauletta Jane Bonner
age ~71
from Tyler, TX
- Also known as:
-
- Pauletta J Bonner
- Pauletta J Boner
- Pauletta J Jbonner
- Phone and address:
- 800 Spring Creek Dr, Tyler, TX 75703
Pauletta Bonner Phones & Addresses
- 800 Spring Creek Dr, Tyler, TX 75703
- 4125 Fillbrook Ln, Tyler, TX 75707
- Hot Springs, AR
- Flint, TX
Resumes
Financial Transitions Planning~Intentional Investing And Lifestyle Strategies
view sourceLocation:
Tyler, TX
Industry:
Financial Services
Work:
Income Solutions Wealth Management since Aug 2012
Founding Partner/Sr. V.P
Morgan Keegan Dec 2004 - Aug 2012
Vice President / Financial Advisor
RBC Wealth Management - Tyler, Texas Area Feb 1995 - Dec 2004
Vice President/Financial Advisor
Merrill Lynch - Tyler, Texas Area Jun 1987 - Feb 1995
Vice President/Financial Consultant
Founding Partner/Sr. V.P
Morgan Keegan Dec 2004 - Aug 2012
Vice President / Financial Advisor
RBC Wealth Management - Tyler, Texas Area Feb 1995 - Dec 2004
Vice President/Financial Advisor
Merrill Lynch - Tyler, Texas Area Jun 1987 - Feb 1995
Vice President/Financial Consultant
Education:
Bob Jones University
Skills:
Financial Transitions Planning
Wealth Management
Retirement
Risk Management
Finance
Investment Strategies
Retirement Planning
Portfolio Management
Equities
Estate Planning
Strategic Financial Planning
Securities
Rollovers
401K
Roth Ira
Fixed Income
Tax Free Income
Alternative Investments
Variable Annuities
Life Insurance
Long Term Care
Financial Services
High Net Worth Individuals
Public Speaking
Series 7
Series 63
Series 66
Wealth Management
Retirement
Risk Management
Finance
Investment Strategies
Retirement Planning
Portfolio Management
Equities
Estate Planning
Strategic Financial Planning
Securities
Rollovers
401K
Roth Ira
Fixed Income
Tax Free Income
Alternative Investments
Variable Annuities
Life Insurance
Long Term Care
Financial Services
High Net Worth Individuals
Public Speaking
Series 7
Series 63
Series 66
Interests:
Education
Economic Empowerment
Economic Empowerment
Certifications:
General Securities Representative Series 7
Uniform Securities Agent Series 63
Uniform Securities Agent Series 66
General Lines Agent: Life, Accident, Health
Financial Industry Regulatory Authority, License Held With Lpl Financial
States of Tx, Ar, Az, Co, La, Nc
License Held With Lpl Financial
General Lines Agent: Life, Accident, Health
Uniform Securities Agent Series 63
Uniform Securities Agent Series 66
General Lines Agent: Life, Accident, Health
Financial Industry Regulatory Authority, License Held With Lpl Financial
States of Tx, Ar, Az, Co, La, Nc
License Held With Lpl Financial
General Lines Agent: Life, Accident, Health
Financial Consultant
view sourceLocation:
Tyler, TX
Industry:
Investment Management
Work:
Morgan Keegan
Financial Consultant
Financial Consultant
Pauletta Bonner
view sourceLocation:
Tyler, TX
Classmates
Pauletta Bonner (Audas)
view sourceSchools:
Tinley Park High School Tinley Park IL 1967-1971
Community:
Art Neff
Googleplus
Pauletta Bonner
Youtube
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