Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Annette Voegeli is a financial advisor who has been in the industry since 1984. Kathryn is currently registered with Oppenheimer & Co. Inc. and has previously worked at Bear, Stearns & Co. Inc. and Shearson Lehman Hutton Inc.. Kathryn has a strong background in securities, specializing in several areas, including equities, fixed income, mutual funds, options, and commodities. Kathryn is licensed to provide investment advice in many states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
02/09/2006 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
NY
06/10/1991 - 02/15/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/13/1984 - 06/19/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/22/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
BC
Issued 05/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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