Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vogel is a financial advisor at Osaic Wealth, Inc. Robert has been in the financial services industry since 1982. Robert has a wide range of experience in the financial services industry, including experience with FSC Securities Corporation. Robert holds licenses and certifications in Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and other states. Robert is committed to providing his clients with personalized financial advice and guidance 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.
1
2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (AMHERST NY)
NY
10/12/1989 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (WILLIAMSVILLE NY)
NY
04/07/1987 - 11/06/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/26/1984 - 04/27/1987
DEAN WITTER REYNOLDS INC.
NA
01/03/1982 - 04/16/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/30/1982 - 10/26/1982
FIRST JERSEY SECURITIES, INC.
BC
Issued 02/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Vogel is the right advisor for you? Invested Better is here to help.
