Bonnie LeerkesCRD Number: 3164490
Current Firm: Msi Financial Services, Inc.
Bonnie Leerkes (CRD# 3164490) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Zachary, LA and has over 17 years of experience in the finance industry.
Lpl Financial LLC
Geneos Wealth Management, Inc.
|Metropolitan Life Insurance Company||Baton Rouge, LA||Jul 2002 - Current||14|
|Metlife Securities Inc.||Baton Rouge, LA||Jul 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV