Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bohlen is a registered representative with Fidelity Brokerage Services LLC. Scott has been in the industry since 1997. Scott has also been registered with National Financial Services LLC. Scott has been registered in Massachusetts, New Jersey, and Rhode Island. Scott has passed the following exams: Series 63, Series 24, Series 53, Series 8, Series 99TO, SIE, and Series 7. Scott has also worked for Goldman, Sachs & Co., TD Securities (USA) Inc., National Investor Services Corp., TD Waterhouse Investor Services, Inc., Washington Discount Brokerage Corp., Lehman Brothers Inc., and Hibbard Brown & Co., Inc..
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.
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2
NJ
07/27/2011 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NY
10/23/2001 - 12/09/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/12/1999 - 08/21/2000
TD SECURITIES (USA) INC. (NEW YORK NY)
NE
05/10/1996 - 08/15/2000
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
09/17/1993 - 08/15/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
01/21/1998 - 06/15/1998
WASHINGTON DISCOUNT BROKERAGE CORP. (NEW YORK NY)
NY
05/22/1992 - 06/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/03/1992 - 05/15/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/16/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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