Laurence SkolnikCRD Number: 1004270
Current Firm: Bmo Harris Financial Advisors, Inc.
Laurence Skolnik (CRD# 1004270) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Bmo Harris Bank||Scottsdale, AZ||Jul 2011 - Current||6|
|M&i Brokerage Services Inc.||Scottsdale, AZ||Aug 2006 - Current||11|
|M & I Insurance Services||Scottsdale, AZ||Aug 2006 - Current||11|
|M & I Trust||Scottsdale, AZ||Aug 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV