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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Bohn is a financial advisor with over 25 years of experience in the industry. Eileen has a strong track record of success in providing financial advice to individuals, families, and businesses. Eileen currently works with Hightower Advisors, LLC, a leading independent wealth management firm. Eileen specializes in helping clients achieve their financial goals through a personalized approach. Eileen holds a number of professional licenses and certifications, including the Series 7, Series 63, Series 65, Series 8, Series 9, Series 10, and Series 3 licenses. Eileen is also a Certified Financial Planner. Prior to joining Hightower Advisors, Eileen worked at Bel Air Securities LLC, Wells Fargo Clearing Services, LLC, and First Republic Securities Company, LLC. Eileen has a broad range of experience in the financial services industry.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
12/10/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
08/24/2018 - 10/29/2021
BEL AIR SECURITIES LLC (LOS ANGELES CA)
NV
08/02/2017 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (DAYTON NV)
CA
10/27/2015 - 07/18/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (SANTA BARBARA CA)
NV
01/03/2011 - 06/19/2014
WELLS FARGO ADVISORS, LLC (INCLINE VILLAGE NV)
NV
04/04/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (INCLINE VILLAGE NV)
NV
08/22/2007 - 04/21/2008
UBS FINANCIAL SERVICES INC. (INCLINE VILLAGE NV)
CA
01/29/2004 - 10/18/2006
WACHOVIA SECURITIES, LLC (WOODLAND HILLS CA)
CA
05/28/2003 - 01/06/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MO
07/07/1997 - 03/26/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
11/06/1996 - 07/15/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
04/04/1995 - 10/21/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/04/1990 - 04/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/22/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 06/03/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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