Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Vogelgesang is a financial advisor with SPC in ANN ARBOR, MI. Gary has been in the industry for over 28 years. Gary is a CERTIFIED FINANCIAL PLANNER™ professional. Gary holds the Series 63, 65, and 7 licenses, as well as the SIE. Gary's previous experience includes working at PARKLAND SECURITIES, LLC, CHARLES SCHWAB & CO., INC., and MCDONALD INVESTMENTS INC.. Gary works with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
NC
09/24/2024 - Present
SPC (West End NC)
OH
06/22/2020 - 12/31/2021
PARKLAND SECURITIES, LLC (New Albany OH)
OH
01/23/2002 - 12/12/2018
CHARLES SCHWAB & CO., INC. (Columbus OH)
OH
04/10/2000 - 06/28/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
RI
02/01/1994 - 01/28/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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