Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Bohnhorst is a financial advisor in GRAND RAPIDS, MI. Brendan has 10 years of experience in the financial services industry. Brendan is registered with Fifth Third Securities, Inc. and has passed the Series 6, Series 63, Series 7TO, and Series 65 exams. Brendan has previously been registered with LPL Financial LLC, Fidelity Brokerage Services LLC, Pruco Securities, LLC, Essex National Securities, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp.. Brendan's specializations include portfolio management for individuals and businesses, financial planning, and selection of other advisors. Brendan has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and pooled investment vehicles.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
05/25/2023 - Present
Fifth Third Securities, Inc. (GRAND RAPIDS MI)
MI
12/14/2021 - 03/28/2023
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MI
03/01/2021 - 11/08/2021
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
MI
12/01/2020 - 01/28/2021
PRUCO SECURITIES, LLC. (GRAND RAPIDS MI)
MI
12/19/2014 - 03/22/2019
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
02/06/2014 - 09/17/2014
ESSEX NATIONAL SECURITIES, LLC (COMSTOCK PARK MI)
MI
10/01/2012 - 12/12/2013
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
MI
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
IA
Issued 06/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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