Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bogdan has been in the securities industry since September 24, 2001. Jeffrey is currently registered with Osaic Wealth, Inc. in California, Florida, North Carolina, Ohio, and Texas. Jeffrey also holds Series 6, 7, 24, 63, and 65 licenses and has been registered in 52 states. Previously, Jeffrey was registered with PACIFIC SELECT DISTRIBUTORS, INC. and holds designations from LifePlans Financial and Insurance Services Inc. Jeffrey focuses on financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
07/27/2023 - Present
Osaic Wealth, Inc. (NEWPORT BEACH CA)
CA
09/25/2001 - 09/30/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 10/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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