Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bohney is a financial advisor with Citizens Securities, Inc. William has been working in the industry since 2001. William is registered with the state of Ohio and Indiana, and is also licensed to sell securities in Michigan. William has a wide range of experience in financial planning and investment management. William is also a Certified Financial Planner. William is passionate about helping individuals and families achieve their financial goals. William has been involved in the community for many years and is currently the President of the Perrysburg Rotary Club. William is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
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OH
07/18/2024 - Present
Citizens Securities, Inc. (OREGON OH)
IN
08/24/2017 - 07/08/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (BUTLER IN)
IN
01/14/2014 - 11/09/2016
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
04/26/2012 - 01/17/2014
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
07/06/2005 - 04/18/2012
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
09/06/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 03/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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