Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clara? Claim Your ProfileClara Sue Bogen is an investment advisor representative with Cetera Investment Advisers LLC and has been in the financial services industry since October 16, 1988. Clara holds the Series 6, 7, 22, 63, and 65 licenses and is a Certified Financial Planner. Clara is registered with the state of Illinois and Texas. Clara is also a tax preparer and owns a tax practice. Clara has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Clara provides a range of financial services including financial planning, portfolio management, and investment advisory services.
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.
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2
IL
10/18/2004 - Present
Cetera Investment Advisers LLC (LAKE FOREST IL)
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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