Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edward Ohl is an investment advisor representative with Bay Colony Advisors. George has been working in the financial industry since 1986. George is registered as an investment advisor in Florida. Prior to joining Bay Colony Advisors, George was affiliated with The Leaders Group, Inc. in Littleton, Colorado.
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.
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.
Platform fee from sub-advisers
1
2
FL
01/01/2025 - Present
BAY Colony Advisors (OCEAN RIDGE FL)
CO
10/07/2008 - 12/31/2010
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
05/15/2008 - 10/07/2008
DC EVANS AND COMPANY, LLC (STATEN ISLAND NY)
FL
06/28/2000 - 05/15/2008
THE INVESTMENT CENTER, INC. (BOCA RATON FL)
NY
06/28/1996 - 07/21/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
MA
01/12/1994 - 07/10/1996
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
01/07/1991 - 02/09/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/15/1989 - 01/10/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
03/09/1989 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
02/16/1988 - 03/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/19/1986 - 02/23/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 03/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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