Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Val? Claim Your ProfileVal Gaylord Vogel is a financial advisor with over 37 years of experience in the financial services industry. Val is a registered representative of LPL Financial LLC, where Val has been employed since November 2021. Val is also an Investment Advisor Representative, and Val is registered with the state of Louisiana. Val is also a Chartered Financial Consultant. Prior to joining LPL Financial LLC, Val was a financial advisor at VOYA Financial Advisors, INC. and ING Financial Advisors, LLC. Val is a well-respected financial advisor in the Kenner, Louisiana area, where Val has built a strong reputation for providing sound financial advice to individuals, families, and businesses. Val is committed to providing personalized financial planning and investment management services to help clients 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.
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
LA
11/29/2021 - Present
LPL Financial LLC (KENNER LA)
LA
01/03/2011 - 11/30/2021
VOYA FINANCIAL ADVISORS, INC. (KENNER LA)
LA
06/15/2006 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (KENNER LA)
LA
05/23/1996 - 06/08/2006
TOWER SQUARE SECURITIES, INC. (KENNER LA)
GA
08/15/1994 - 05/29/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/02/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 06/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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