Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Bogosian is a financial advisor currently registered with 1st Discount Brokerage, Inc. in Providence, Rhode Island. Jeffrey has over 29 years of experience in the financial services industry and has held previous positions with Winchester Investment Securities, Inc. and Winslow, Evans & Crocker, Inc. Jeffrey is a registered representative and investment advisor representative in several states. Jeffrey specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other investment advisors.
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.
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.
Digital advisory service
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.
1
2
RI
07/16/2020 - Present
1ST Discount Brokerage, Inc. (PROVIDENCE RI)
KS
11/14/1995 - 09/02/2003
WINCHESTER INVESTMENT SECURITIES, INC. (OVERLAND PARK KS)
MA
11/03/1995 - 11/27/1995
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
NY
04/14/1993 - 11/08/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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