Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bohnert is a financial advisor at Edward Jones. Michael has been working in the financial industry since 2006 and has held various roles at several firms, including FSC Securities Corporation, Advantage Capital Corporation, and Walton Securities, Inc. Michael is registered with FINRA as a General Securities Representative, has a Series 24, and has passed the Series 63, Series 66 and SIE exams. Michael is currently registered with Edward Jones as a Registered Representative and Investment Advisor Representative. Michael has a wide range of experience working with individual clients, corporations, and other entities. Michael is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
AZ
09/02/2019 - Present
Edward Jones (CHANDLER AZ)
AZ
01/04/2010 - 01/06/2016
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
CT
11/05/2007 - 12/18/2009
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
GA
09/07/2006 - 08/28/2007
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
09/07/2006 - 08/28/2007
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/07/2006 - 08/28/2007
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/17/2006 - 03/31/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
03/06/2006 - 07/20/2006
EDWARD JONES (TEMPE AZ)
BOTH
Issued 08/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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