Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bohnen is an investment advisor representative at Transamerica Retirement Advisors, LLC, in Parrish, FL. Brian has been in the financial services industry since 2009 and is currently registered with the state of Florida. Brian has previously been employed by firms such as Allstate Financial Services, LLC, Morgan Stanley, Synovus Securities, Inc., SunTrust Investment Services, Inc., USAA Financial Advisors, Inc. and Fifth Third Securities, Inc. Brian holds several securities licenses, including the Series 6, 7, 63, 65, and 66. Brian specializes in portfolio management for businesses and individuals, as well as 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
05/09/2017 - Present
Transamerica Retirement Advisors, LLC (Parrish FL)
FL
08/24/2015 - 04/11/2017
ALLSTATE FINANCIAL SERVICES, LLC (VENICE FL)
FL
10/01/2013 - 09/30/2014
MORGAN STANLEY (TAMPA FL)
FL
03/09/2012 - 08/29/2012
SYNOVUS SECURITIES, INC. (ST. PETERSBURG FL)
FL
12/16/2010 - 08/16/2011
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
12/08/2009 - 05/24/2010
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
09/06/2006 - 09/25/2009
FIFTH THIRD SECURITIES, INC. (SARASOTA FL)
IA
Issued 05/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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