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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vogel is a financial advisor with Simplicity Wealth, a firm headquartered in Summit, New Jersey. David has been in the financial services industry since 1981. David has experience providing financial advice to individuals, families, and businesses. David has expertise in portfolio management, financial planning, and education seminars.
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.
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.
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2
NJ
08/07/2019 - Present
Simplicity Wealth (SUMMIT NJ)
GA
06/16/2014 - 12/01/2014
INVESTACORP, INC. (ALPHARETTA GA)
GA
11/29/2012 - 06/07/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
GA
09/24/2008 - 11/30/2010
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/04/1999 - 09/23/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
FL
04/22/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
08/23/1995 - 04/01/1996
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NY
09/21/1993 - 06/06/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
10/16/1991 - 12/24/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/11/1990 - 10/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/09/1983 - 02/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/26/1983 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
11/30/1981 - 11/28/1983
E. F. HUTTON & COMPANY INC
IA
Issued 08/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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