Unclaimed
Christopher Bohlsen is a registered representative with Charles Schwab & CO., Inc., with more than 14 years of experience in the financial services industry. Previously, Christopher was employed at TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., and has held a variety of licenses including Series 3, 4, 7, 24, 34, 52, 53, and 66. Christopher’s current role is active in Nebraska.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
05/21/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/26/2010 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
01/19/2018 - 04/20/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
IL
08/12/2009 - 05/26/2010
THINKORSWIM, INC. (CHICAGO IL)
BOTH
Issued 10/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2010
Series 53 - Municipal 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 01/19/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 01/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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