Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donny? Claim Your ProfileDonny Vogler is a financial advisor with Stifel, Nicolaus & Company, Inc. Donny has been in the financial services industry since March 2, 1990. Donny is licensed to provide investment advice in 16 states. Donny has been registered with the Securities and Exchange Commission since November 14, 1994. Donny specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/01/2020 - Present
Stifel, Nicolaus & Company, Inc. (ABILENE TX)
TX
11/14/1994 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ABILENE TX)
MA
01/11/1993 - 08/19/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/11/1993 - 08/19/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
SD
01/31/1991 - 12/17/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
11/08/1989 - 01/25/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Donny Vogler is the right advisor for you? Invested Better is here to help.
