Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Dean Bohl is a financial advisor with over 30 years of experience in the industry. Perry is registered with Newedge Advisors and has held previous registrations with INVESTMENT CENTERS OF AMERICA, INC. and LPL FINANCIAL LLC. Perry holds various licenses and certifications, including Series 7, 24, 63 and 65, as well as the SIE. Perry is also a Certified Financial Planner. Perry specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Perry provides financial services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and other investment advisors.
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.
1
2
LA
12/06/2018 - Present
Newedge Advisors (NEW ORLEANS LA)
ND
06/20/1989 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Perry Bohl is the right advisor for you? Invested Better is here to help.
