Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yang? Claim Your ProfileYang Vogel is an active investment advisor representative with Eagle Strategies LLC. Yang Vogel is also registered as an investment advisor in New Jersey. Yang Vogel has been working in the financial industry since March 10, 2008, and holds a Series 6, Series 7, Series 63 and Series 66 licenses. Yang Vogel has worked for HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in the past. Yang Vogel offers a wide range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals and portfolio management for businesses. Eagle Strategies LLC is headquartered in New York, NY, and has 1534 licensed agents, 1878 investment advisor representatives, 1998 registered representatives, 1982 investment advisory functions and 8 adviser reps for other investment advisers. Eagle Strategies LLC manages approximately $20,357,746,578 in assets.
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.
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
NJ
11/06/2023 - Present
Eagle Strategies LLC (LIVINGSTON NJ)
NJ
01/15/2008 - 08/03/2022
HSBC SECURITIES (USA) INC. (CHATHAM NJ)
BOTH
Issued 11/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yang Vogel is the right advisor for you? Invested Better is here to help.
