Invested Better
Unclaimed

Unclaimed

Unclaimed

Fraj Lazreg

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Fraj? Claim Your Profile

About Fraj Lazreg

Fraj Lazreg is an investment advisor representative at Money Concepts Capital Corp. Fraj has been in the securities industry since May 8, 1981. Fraj is registered with the state of New York as an Investment Advisor Representative. Fraj is also registered with the state of Connecticut, Florida, Iowa, New Jersey, North Carolina, Ohio, Pennsylvania, Vermont, Virginia, and Wisconsin as a Broker/Dealer. Fraj has passed the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 65 exams. Fraj is also a registered principal with the state of New York. Fraj has experience in providing financial planning, general consulting services, and portfolio management for businesses and individuals. Fraj has worked at Money Concepts Capital Corp. since November 1993. Fraj also works as the treasurer of LCG Tax Services, LLC, and is the owner of Investors' Advantage Portfolios, LLC. Fraj is also an officer and owner of Integrity Family Resources Inc, an independent insurance agency.

Firm Information

Fraj Lazreg is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting services

General consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Fraj Lazreg’s Registration & Firm History

FL

05/20/2021 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

SC

12/16/1989 - 11/08/1993

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NA

01/15/1987 - 12/16/1989

LINSCO FINANCIAL GROUP, INC.

NA

10/02/1985 - 01/15/1987

RADFORD CAPITAL CORPORATION

NA

02/25/1985 - 11/05/1985

USLIFE EQUITY SALES CORP.

NA

05/07/1981 - 03/19/1985

JOHN HANCOCK DISTRIBUTORS, INC.

NA

05/07/1981 - 03/19/1985

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

Not sure if Fraj Lazreg is right for you?

Licenses & Designations

IA

Issued 06/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1991

Series 7 - General Securities Representative Examination

BC

Issued 06/27/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/05/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fraj Lazreg.
Not sure if Fraj Lazreg is right for you?