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Kevin Vogt

 
Contact Information
888.493.7266 x6381
714.920.7643
send email
Wescom Financial Services
P.O. Box 7058
Pasadena CA 91109
 

Representing Costa Mesa, Irvine, Laguna Niguel

 

"For nearly 20 years, I have utilized proven principles of sound financial planning to help clients reach their financial needs, goals, and dreams. I am committed to helping each member develop a blueprint for financial achievement."

 

Registered through our broker-dealer,
Wescom Financial Services
Series 7 - General Securities Representative

Series 63 - Uniform State Law

Series 66 - Uniformed Combined State Law

Additional Qualifications
California Insurance Agent, License #0665731

Long Term Care Certified
Trust Liaison Officer

 

Previous Experience

Waddell and Reed Financial Services, California Federal Investment Services, Fidelity Federal Investment Service, Citicorp Investment Services

 

Personal Interests

Travel, Hiking, Music, Cycling, Water Sports


Securities State Registration
CA, NV, OR, TN, WA

 

 

Trust services provided by MEMBERS Trust Company. Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). eVISION® is a trademark of CUSO Financial Services, L.P.

Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.

To view full WFS disclosures please click here.