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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Bohrer is a Registered Representative and Investment Advisor Representative. Bart Bohrer is currently registered with Calton & Associates, Inc. Bart Bohrer has been in the industry since April 5, 2003. Bart Bohrer holds licenses Series 4, 7, 14, 24, 52, 53, 63, and 65. Bart Bohrer also holds the SIE designation.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/19/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
ND
03/27/2003 - 08/02/2019
CAPITAL FINANCIAL SERVICES, INC. (Minot ND)
IA
Issued 12/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/28/2011
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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