| About Waddell & Reed |  |
Corporate | |
Press | |
Careers | |
Contact Us | |
|
|
|
|
|
|
| |||||
| |||||
|  | Planning & Advice | |||
| |||||
 | |||||
| |||||
| | Products & Performance | |||
| |||||
| |||||
| |||||
| | Account Services | |||
| |||||
| |||||
| |||||
| | Commentary | |||
| |||||
| |||||
| |||||
|  | About Gregg Fogel | |||
| |||||
| |||||
| | Calendar of Events | |||
| |||||
| |||||
| | Tell a Friend | |||
| |||||
| |||||
| |||||
|
|
| Institutional Investors | |
| Investment Professionals | |
| |
|
|
You can click here for a Calendar of Events, or click here to Tell A Friend about this site.
|
  email me
|
||||||||||||||||||
 |
|||||||||||||||||||
|
An overriding commitment to providing personalized professional investment advice to my clients through the Waddell & Reed consultative and comprehensive financial planning process -- emphasizing individual, one-on-one service.
|
|||||||||||||||||||
 |
|||||||||||||||||||
|
With a combined twenty two years of business and industry experience, I believe there is a ever growing need for one-on-one, comprehensive financial planning. |
|||||||||||||||||||
 |
|||||||||||||||||||
|
Chartered Mutual Fund Counselor, CMFC |
|||||||||||||||||||
 |
|||||||||||||||||||
|
Financial Planning Insurance Strategies Investment Strategies Mutual Fund Investments Risk Management Strategies Tax-Advantaged Investing |
|||||||||||||||||||
 |
|||||||||||||||||||
|
I believe the future of our community depends on the strength and character of our young adults. Supporting league sports and financial wellness programs, creates a platform of physical and fiscal toughness... |
|||||||||||||||||||
|
* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies. |
|||||||||||||||||||
|
** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested. |
|||||||||||||||||||
W&R Home | Individual Investors| Institutional Investors | About Waddell & Reed
Contact Us | Careers | Press | Corporate | Account Log In
The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.
Additional Legal Information | Privacy Policy | Business Continuity Plan | SEC Rule 606 Order Disclosure© Waddell & Reed, Inc. 1995-2006. All rights reserved. Member SIPC