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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vogelzang is a financial advisor with M Holdings Securities, Inc. John is a registered investment advisor representative with over 30 years of experience in the financial services industry. John is licensed to provide investment advice in multiple states, including California, Oregon, Washington, Arizona, Colorado, Hawaii, Nevada, Ohio, Georgia and Texas. John has earned the Series 6, Series 63, Series 65 and SIE licenses. John is also a President/Owner of CS Capital Management Group, which is an investment-related business that John owns and operates. John's experience includes working with a variety of clients, including high net worth individuals, corporations, and pension plans.
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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CA
07/31/2002 - Present
M Holdings Securities, Inc. (TORRANCE CA)
MA
05/08/1997 - 09/07/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/26/1992 - 05/20/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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