Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chance? Claim Your ProfileChance Kenneth Vogel is a financial advisor with Edelman Financial Engines. Chance has been in the financial services industry since 1996 and has a wide range of experience in providing investment advice and financial planning services. Chance has held various positions at several firms, including TD Ameritrade, Raymond James, and Morgan Stanley. Chance holds several licenses and certifications, including the Series 6, 7, 63, 65, and 66. Chance is also a member of the Houston Livestock Show and Rodeo Lamb and Goat Auction Committee. Chance is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
06/01/2020 - Present
Edelman Financial Engines (THE WOODLANDS TX)
TX
06/30/2015 - 05/30/2020
TD AMERITRADE, INC. (HOUSTON TX)
TX
06/06/2014 - 06/01/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
12/11/2012 - 04/03/2014
MORGAN STANLEY (HOUSTON TX)
TX
06/13/2011 - 10/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/06/2005 - 08/10/2006
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
05/02/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/21/1997 - 04/20/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/25/1996 - 11/22/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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