Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bohn is an investment advisor representative who has been in the industry since 1994. Richard is currently registered with Raymond James Financial Services Advisors, Inc. in both Florida and Ohio. Richard has held previous positions at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Richard Bohn's specializations include portfolio management for businesses and individuals, as well as financial planning and pension consulting. Richard is also a member of NWQ Wealth Partners, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
04/30/2009 - Present
Raymond James Financial Services Advisors, Inc. (Toledo OH)
OH
06/28/2002 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
NY
06/08/1998 - 07/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/12/1994 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bohn is the right advisor for you? Invested Better is here to help.
