Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Bohall is a financial advisor at Private Advisor Group, LLC. Justin has been in the financial services industry since 2001 and has held various positions at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Justin holds Series 65, 66, 7 and SIE licenses. Justin specializes in providing financial planning, portfolio management, and pension consulting 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/05/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
01/23/2009 - 04/08/2016
UBS FINANCIAL SERVICES INC. (JAMESTOWN NY)
NY
10/17/2003 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JAMESTOWN NY)
NY
08/23/2001 - 12/02/2003
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 12/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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