Laura BozekCRD Number: 1373648
Current Firm: Wells Fargo Advisors, LLC
Laura Bozek (CRD# 1373648) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Oakhurst, NJ and has over 11 years of experience in the finance industry.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Wells Fargo Advisors, LLC||Oakhurst, NJ||Nov 2015 - Current||1|
|Santander Bank Na||Whiting, NJ||Jul 2014 - Nov 2015||1|
|Santander Securities LLC||Guaynabo, PR||Jul 2014 - Nov 2015||1|
|Wells Fargo Advisors LLC||Spring Lake, NJ||Aug 2010 - May 2014||3|
|Rbc Capital Markets||Wall Township, NJ||Jan 2010 - Aug 2010||< 1|
|Wells Fargo Advisors LLC||Spring Lake, NJ||May 2009 - Jan 2010||< 1|
|Wachovia Securities, LLC||Spring Lake, NJ||Jul 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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