Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Vogelsang is an investment advisor representative with Western International Securities, Inc. Karen has been in the industry since 1985. Karen is licensed in California. Karen holds the Series 7, Series 63, and Series 65 securities licenses. Karen has worked at Wells Fargo Clearing Services, LLC, Bateman Eichler, Hill Richards, Incorporated and Drexel Burnham Lambert Incorporated in the past.
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
CA
07/02/2020 - Present
Western International Securities, Inc. (Newport Beach CA)
CA
09/04/1990 - 07/06/2020
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
NA
06/22/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
04/04/1986 - 06/16/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/21/1985 - 03/31/1986
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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