Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bogdanovich is a registered representative of Forum Financial Management, LP. Jeffrey has been in the financial services industry since January 1996. Jeffrey holds the Personal Financial Specialist designation and is registered to conduct securities business in Louisiana and Washington. Jeffrey is associated with the firm's offices in Edmonds, Washington and Lombard, Illinois. Jeffrey is also the sole member of Bogdanovich Wealth Management, PLLC, which provides tax preparation 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.
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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WA
01/02/2025 - Present
Forum Financial Management, LP (Edmonds WA)
Active
Inactive
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