Unclaimed
Roberto Lamar Bohon is a registered representative with Pacific Select Distributors, LLC, a firm headquartered in Newport Beach, CA. Roberto has been in the securities industry since June 26, 2019. Roberto has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Roberto was previously registered with Cambridge Investment Research, Inc. and FSC Securities Corporation.
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.
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.
1
2
CA
07/31/2020 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
10/04/2019 - 08/05/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Aliso Viejo CA)
CA
06/27/2019 - 10/10/2019
FSC SECURITIES CORPORATION (ALISO VIEJO CA)
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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