Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vogt is a financial advisor with over 18 years of experience in the industry. Michael currently works at Osaic Wealth, Inc., where he provides financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Michael has held several positions in the financial services industry, including advisor positions at Securities America, Inc. and TD Ameritrade, Inc. Michael holds a number of professional licenses and certifications, including Series 7, 6, 24, 52TO, 63, and 66. Michael is committed to providing his clients with personalized financial advice and strategies to help them 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.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/30/2011 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
10/14/2008 - 08/18/2011
TD AMERITRADE, INC. (OMAHA NE)
NE
01/24/2008 - 10/06/2008
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
04/22/2006 - 01/24/2008
TD AMERITRADE, INC. (BELLEVUE NE)
NE
01/27/2006 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NJ
08/07/2001 - 11/13/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 11/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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