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Bohdan Jakob kanat Hall

Oneseven

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About Bohdan Jakob kanat Hall

Bohdan Hall is an Investment Advisor Representative at Oneseven. Bohdan has been in the financial services industry since 2020 and has experience providing financial advice to individuals, corporations, and charitable organizations. Bohdan is registered as an investment advisor in Ohio, Texas, and Utah. Bohdan earned the Series 65 license in 2023. Bohdan has worked at MGO One Seven, LLC dba Park City Wealth Advisors since January 2024 and has prior experience at MGO One Seven, LLC, University of Cincinnati, Classic Honda, Kent State University. Bohdan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Bohdan Hall is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Bohdan Hall’s Registration & Firm History

OH

01/31/2024 - Present

Oneseven (Delaware OH)

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Licenses & Designations

IA

Issued 09/09/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bohdan Jakob kanat Hall.
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