Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toby? Claim Your ProfileToby Allan Bohl is a registered investment advisor representative with First Trust Advisors LP. Toby has been in the securities industry since 1996. Toby has passed the Series 7, Series 24, Series 63 and Series 66 exams. Currently, Toby is registered to provide investment advice in the state of Illinois.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
03/27/2012 - Present
First Trust Advisors LP (WHEATON IL)
MI
10/02/1996 - 09/01/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
MA
05/10/1996 - 09/03/1996
LONG GROVE TRADING CO. (BOSTON MA)
BOTH
Issued 03/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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