Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Vogel Daniel is an experienced financial advisor with over 25 years in the industry. Keri is currently a registered representative with LPL Financial LLC, where Keri has been employed since December of 2012. Prior to joining LPL Financial LLC, Keri was a registered representative with Hancock Investment Services, Inc., Primevest Financial Services, Inc., Whitney Securities, L.L.C., Amsouth Investment Services, Inc., Banc One Securities Corporation, Marquis Investments, L.L.C., and First Investors Corporation. Keri has a strong background in securities and investment advisory services, offering financial planning, portfolio management for businesses and individuals, and other investment related services. Keri's dedication to client success and extensive experience make Keri a valuable resource for clients seeking to 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
LA
02/26/2013 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
02/07/2012 - 12/18/2012
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
02/26/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (BATON ROUGE LA)
LA
04/02/2003 - 02/26/2008
WHITNEY SECURITIES, L.L.C. (BATON ROUGE LA)
AL
03/31/2000 - 04/02/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IL
08/03/1998 - 06/09/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
11/08/1994 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
NJ
07/29/1991 - 10/04/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 06/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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