Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vogt is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Osaic Wealth, Inc., where they provide financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. They are also a Certified Financial Planner (CFP). Prior to joining Osaic Wealth, Inc., Jeffrey was with CADARET, GRANT & CO., INC. in East Rochester, NY. Jeffrey also has previous experience with several other firms in the industry.
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.
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2
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
NY
06/18/2001 - 08/01/2020
CADARET, GRANT & CO., INC. (EAST ROCHESTER NY)
AZ
11/19/1989 - 06/18/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/01/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/04/1988 - 10/03/1988
NEW ENGLAND SECURITIES CORPORATION
NA
08/22/1986 - 06/03/1987
APLAN SECURITIES, INC.
NA
10/26/1984 - 04/11/1986
NATHAN & LEWIS SECURITIES, INC.
BC
Issued 11/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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