Laurent W. Metzler
Professional summary
Laurent Wayne Metzler, who also goes by Larry Metzler, is a registered financial advisor currently at APOGEE FINANCIAL SERVICES GROUP, INC. located in Moorestown, New Jersey.
Laurent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Laurent has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurent Wayne Metzler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2004 - Present
APOGEE FINANCIAL SERVICES GROUP, INC.
Office #1: 74 East Second Street, Moorestown, NJ 08057April 19, 1991 - November 12, 1991
AMA INVESTMENT ADVISERS, INC.
April 22, 1988 - June 21, 1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 24, 1988 - June 21, 1991
ROBERT W. BAIRD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2004)
Exams
Current Firm
APOGEE FINANCIAL SERVICES GROUP, INC.
CRD#: 129527 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 48,545,731 |
Red Flags
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