Unclaimed
Britney Larae Bogner is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Britney has been in the industry since December 13, 2020. Britney is registered with the state of Kansas and is currently active in the securities and investment advisory industry. Britney is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the following FINRA registrations: Series 66 and Series 7TO. In addition, Britney also holds a Series SIE. Britney is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 2 years of experience. Britney's current branch office is located in Hays, Kansas. In addition to their work as a financial advisor, Britney also works as a tumbling coach for the Hays Recreation Commission.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KS
04/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Hays KS)
BOTH
Issued 04/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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