Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vogel is a financial professional with over 10 years of experience in the industry. Currently registered with BNY Mellon Securities Corp., Jeffrey has a strong background in securities and investments. Prior to his current role, Jeffrey worked for Oppenheimer & Co. Inc. and Commerce One Financial Inc. Jeffrey has a wide range of experience and is well-equipped to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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NY
10/05/2012 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
05/11/2011 - 10/02/2012
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
12/22/2010 - 03/09/2011
COMMERCE ONE FINANCIAL INC. (UNIONDALE NY)
BC
Issued 03/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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