Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edward Bohan is a financial advisor at Centaurus Financial, Inc. Stephen has over 30 years of experience in the financial services industry, specializing in portfolio management, financial planning, and investment advisory services. Stephen's previous experience includes positions at Questar Capital Corporation, USALLIANZ Securities, Inc., FFP Securities, Inc., and Hornor, Townsend & Kent, Inc. Stephen is a registered investment advisor in Connecticut, Massachusetts, Ohio, Rhode Island, and Vermont.
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.
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
CT
09/01/2023 - Present
Centaurus Financial, Inc. (GUILFORD CT)
CT
12/01/2006 - 03/02/2011
QUESTAR CAPITAL CORPORATION (GUILFORD CT)
CT
05/24/2000 - 12/01/2006
USALLIANZ SECURITIES, INC. (GUILFORD CT)
MO
01/09/1997 - 05/31/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
PA
06/09/1993 - 01/16/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 11/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Bohan is the right advisor for you? Invested Better is here to help.
