Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Bushey is a financial professional with over 30 years of experience in the industry. Lawrence is currently registered with Concourse Financial Group Securities, Inc. in California and is also registered as an Investment Advisor Representative (IAR). Lawrence has a variety of licenses including the Series 6, Series 63, and Series 65. Lawrence also holds the Securities Industry Essentials (SIE) exam. In addition to their current role, Lawrence has held positions at several other firms throughout their career. Lawrence has a strong background in financial planning and insurance, and is also the President/Owner of BFNTS Inc. Lawrence is dedicated to providing their clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/31/2006 - Present
Concourse Financial Group Securities, Inc. (Ventura CA)
IN
10/01/1997 - 12/31/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/21/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CO
05/23/1994 - 02/26/1996
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
08/23/1993 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
NY
10/15/1992 - 12/06/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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