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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Matthew Bohall is a financial advisor with over 18 years of experience in the industry. Brent is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in 9 states and currently works with Cetera Investment Advisers LLC in Houston, Texas. Brent has held previous positions with Securian Financial Services, Inc. and IMG Financial Group. His current position began in August 2023. Brent has passed the Series 7, Series 66 and SIE exams, and is affiliated with Cetera Advisor Networks LLC in Schaumburg, Illinois. He has worked with a variety of clients including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Cetera Investment Advisers LLC offers a variety of financial planning and advisory services including portfolio management, educational seminars, selection of other advisors, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
02/22/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 3/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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