Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Cogdell is an investment advisor representative with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Lawrence has been in the securities industry since 1982. He holds Series 7, 24, 53, and 66 licenses, and is a Certified Financial Planner™ and a Chartered Financial Consultant™. Lawrence provides investment advisory services to clients and holds board member position at Wilderness Trails.
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
OR
09/01/2023 - Present
Osaic Wealth, Inc. (MEDFORD OR)
OR
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MEDFORD OR)
AZ
02/23/1995 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MD
01/14/1993 - 12/16/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
AZ
03/19/1991 - 01/28/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
06/18/1989 - 02/07/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/04/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/27/1985 - 11/06/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
02/26/1982 - 07/02/1985
PIONEER SECURITIES, INC.
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1974
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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