Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Winthrop Ohl is a registered investment advisor representative with Bay Colony Advisors. John has been in the industry since 1986 and has a wide range of experience in the investment field. John has previously held positions at Mutual Securities, Inc., The Leaders Group, Inc., The Investment Center, Inc., First Albany Corporation, Tucker Anthony Incorporated, Smith Barney Shearson Inc., Prudential-Bache Securities Inc., Thomson McKinnon Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. John is committed to providing his clients with the highest quality investment advice and service.
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
MA
10/24/2015 - Present
BAY Colony Advisors (CONCORD MA)
MA
11/10/2011 - 08/02/2012
MUTUAL SECURITIES, INC. (CONCORD MA)
MA
10/24/2008 - 12/31/2010
THE LEADERS GROUP, INC. (CONCORD MA)
MA
06/29/2000 - 10/27/2008
THE INVESTMENT CENTER, INC. (WALTHAM MA)
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
09/24/1986 - 02/23/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 12/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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