Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland Bohl is a financial professional with over 40 years of experience in the industry. Leland is currently registered with Charles Schwab & Co., Inc. Leland has a wide range of experience having previously worked at firms such as GNA Securities, Inc., Smith Barney, Harris Upham & Co., Incorporated, Lehman Brothers Inc., E. F. Hutton & Company Inc, and Eastern Capital Corporation. Leland has a strong background in financial planning, portfolio management and securities trading.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
02/18/1992 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
VA
08/22/1991 - 02/18/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
10/22/1990 - 06/24/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 11/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/25/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
03/13/1980 - 08/08/1983
EASTERN CAPITAL CORPORATION
BC
Issued 05/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/02/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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