Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Vogeley is an investment advisor representative at Ameriprise Financial Services, LLC. Linda has been in the financial industry since February 2, 2001. Linda has experience in providing financial planning and investment advisory services to individuals and families. Linda has held Series 7, Series 63 and Series 66 licenses since December 2009, October 2010 and June 2011 respectively. Linda has a bachelor's degree from the University of Texas at Austin.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/03/2011 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
09/14/1994 - 02/13/1996
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)
TX
01/22/1986 - 07/19/1993
TEXAS FIRST SECURITIES CORPORATION (HOUSTON TX)
NA
09/15/1987 - 01/29/1990
TEXAS FIRST SECURITIES CORPORATION
NA
05/27/1986 - 09/25/1987
ALLIED BROKERAGE SERVICES, INC.
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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