Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Thomas Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. based in Dallas, Texas. Logan has been in the industry since 2015 and holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and the SIE exam. Previously, Logan worked at NATIONAL SECURITIES CORPORATION, WFG INVESTMENTS, INC., EMERSON EQUITY LLC, and JCC ADVISORS, LLC. Logan specializes in portfolio management, financial planning, and pension consulting, providing investment services for individuals, businesses, and institutions.
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
TX
01/30/2018 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
07/17/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (DALLAS TX)
TX
06/24/2016 - 07/17/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
10/19/2015 - 06/20/2016
EMERSON EQUITY LLC (Farmers Branch TX)
TX
12/19/2014 - 05/22/2015
JCC ADVISORS, LLC (Dallas TX)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2014
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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