Unclaimed
Lawrence Keith Bogar is a financial advisor with Advisory Services Network. Lawrence has been in the industry since 1989 and has extensive experience in financial planning and portfolio management. Lawrence is also a Chartered Financial Consultant, and provides a variety of services to individuals, families, and businesses. Lawrence is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
NJ
01/10/2018 - Present
Advisory Services Network (Montclair NJ)
NY
02/17/2016 - 11/10/2017
WUNDERLICH SECURITIES, INC. (New York NY)
NJ
07/18/2013 - 12/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NY
09/08/2008 - 07/15/2013
OPPENHEIMER & CO. INC. (NEW YORK NY)
NJ
07/01/2003 - 09/04/2008
WACHOVIA SECURITIES, LLC (FLORHAM PARK NJ)
NY
05/06/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
12/01/2000 - 05/01/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
03/23/1995 - 11/09/2000
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
02/09/1995 - 04/17/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/05/1995 - 04/26/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
05/08/1992 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NE
05/01/1990 - 12/31/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NJ
01/16/1989 - 11/28/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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