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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Vogt is a financial advisor who has been working in the industry since 1984. He is currently registered with Cuso Financial Services, LP as a Registered Representative and Investment Advisor Representative in Arizona and California. Kevin has also been registered with other firms, including WESCOM FINANCIAL SERVICES, CUSO FINANCIAL SERVICES, L.P., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, INVEST FINANCIAL CORPORATION, GNA SECURITIES, INC., and WADDELL & REED, INC. Kevin has passed the Series 63, Series 66, Series 7, and SIE exams. His specializations include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. He offers various services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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
01/16/2023 - Present
Cuso Financial Services, LP (COSTA MESA CA)
CA
08/31/2004 - 02/06/2023
WESCOM FINANCIAL SERVICES (IRVINE CA)
CA
07/07/2003 - 09/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
02/05/2003 - 07/14/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
10/10/1989 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
08/08/1988 - 10/14/1989
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
07/26/1984 - 08/20/1988
WADDELL & REED, INC.
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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