Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Voegeli is a financial advisor at Diversify Advisory Services, LLC and Diversify Wealth Management, LLC with over 22 years of experience. Eric holds a Series 63, Series 66, Series 7, Series 9, Series 10, Series 24, and Series 4 securities licenses. Eric provides financial advice to individuals, corporations, and retirement plans. Eric's areas of expertise include financial planning, portfolio management, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/25/2024 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
02/03/2012 - 06/29/2015
MORGAN STANLEY (SOUTH JORDAN UT)
TX
02/22/2010 - 07/18/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
UT
10/12/2009 - 01/19/2010
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/17/1997 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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