Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vogelzang is a financial advisor with Captrust, a firm based in Raleigh, NC. Michael has been a financial advisor since 2006. Michael is a Chartered Financial Analyst and holds a Series 63, Series 65 and Series 2 licenses. Michael is also a board member of the Barnabas Foundation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
11/29/2019 - Present
Captrust (Boston MA)
CT
11/20/2003 - 04/05/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 01/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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