Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace John Voege is a financial advisor with over 40 years of experience in the financial services industry. Wallace has a Series 7, 24, 63, and 79 license, and is registered with the state of Florida. Wallace is currently affiliated with United Planners' Financial Services Of America A Limited Partner. Wallace is also the owner of W.J. Voege Financial Services, Inc., a DBA for marketing purposes only. Prior to joining United Planners, Wallace was affiliated with Securities America, Inc. and Investacorp, Inc. Wallace provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/27/2021 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
07/17/2020 - 04/26/2021
SECURITIES AMERICA, INC. (CLEARWATER FL)
FL
04/18/1985 - 07/17/2020
INVESTACORP, INC. (CLEARWATER FL)
NA
04/04/1979 - 04/29/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/17/1978 - 04/15/1979
CHUBB SECURITIES CORPORATION
NA
09/09/1970 - 02/06/1978
LUTHERAN BROTHERHOOD SECURITIES CORP.
BC
Issued 06/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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