Unclaimed
John Vogelzang is an investment advisor representative registered with the state of New Jersey and associated with Advisory Services Network. John is a financial professional with a wide range of experience in the financial services industry. John holds Series 7 and Series 66 licenses and is a Registered Investment Advisor with the state of New Jersey.
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.
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
NJ
03/31/2023 - Present
Advisory Services Network (OCEANPORT NJ)
NJ
08/31/2022 - 03/10/2023
PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)
NY
07/03/2017 - 04/20/2022
CHARLES SCHWAB & CO., INC. (Manhasset NY)
NJ
02/10/2017 - 06/21/2017
PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)
NJ
04/29/2016 - 08/31/2016
MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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