Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christiaan Bohs is a financial professional with over 30 years of experience in the industry. Jonathan holds a variety of securities licenses including Series 7, 24, 4, 53, 55, 57, 99 and 63. Jonathan is currently registered with Commonwealth Financial Network and has been with the firm since 1996. Jonathan's previous experience includes positions at H.J. MEYERS & CO., INC. and FLEET BROKERAGE SECURITIES, INC. Jonathan specializes in providing financial advice to individuals, corporations and high-net-worth clients. Jonathan offers a variety of services, including financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/05/1996 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
09/28/1995 - 03/15/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/24/1993 - 10/09/1995
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NY
02/05/1993 - 03/09/1994
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/1998
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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