Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vogel is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with LPL Financial LLC in both Florida and Texas. Paul has also held previous positions with Ameriprise Financial Services, LLC, JHS Capital Advisors, LLC, Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc., Thomson McKinnon Securities Inc., and Sherwood Capital, Inc. Paul holds the Series 63, SIE, and Series 7 licenses. Paul's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/07/2022 - Present
LPL Financial LLC (ST PETERSBURG FL)
FL
08/14/2015 - 03/09/2022
AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)
FL
09/24/2010 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
05/12/2000 - 09/20/2010
RAYMOND JAMES & ASSOCIATES, INC. (CLEARWATER FL)
MO
08/17/1989 - 05/16/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/28/1988 - 09/12/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/11/1987 - 04/11/1988
SHERWOOD CAPITAL, INC.
BC
Issued 06/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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