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Paul J Vogt

PCE Investment Bankers, Inc.

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About Paul J Vogt

Paul J. Vogt is a financial advisor with PCE Investment Bankers, Inc. in WINTER PARK, FL. Paul has been a registered representative for 1 year, and has passed the Series 63, SIE, and Series 79 exams. Paul previously worked with Houlihan Lokey Capital, Inc. in ATLANTA, GA.

Firm Information

Paul Vogt is currently registered with PCE Investment Bankers, Inc.. PCE Investment Bankers, Inc. is a Florida-based corporation formed on July 1, 1997. They are registered with the SEC and the state of Florida.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Paul Vogt’s Registration & Firm History

FL

09/18/2018 - Present

PCE Investment Bankers, Inc. (WINTER PARK FL)

GA

07/07/2017 - 08/30/2018

HOULIHAN LOKEY CAPITAL, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 04/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul J Vogt.
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