Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Voegele is a financial advisor at Wells Fargo Clearing Services, LLC, with experience in the financial services industry since 2017. Cameron holds Series 7 and Series 63 securities licenses, as well as Series 65 investment advisor license. Cameron has previously worked at UBS Financial Services Inc., Vanguard Marketing Corporation, Mutual of Omaha Investor Services, Inc., and Northwestern Mutual Investment Services, LLC.
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.
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.
Investment consulting services to institutional clients
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
NC
10/11/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
IL
08/15/2022 - 01/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
NC
04/14/2021 - 06/02/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLOTTE NC)
NC
11/20/2018 - 02/01/2021
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
09/07/2017 - 11/14/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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