Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hugele is a financial advisor with over 30 years of experience. John is currently registered with Wells Fargo Clearing Services, LLC and has held previous registrations with A. G. EDWARDS & SONS, INC. John has a broad range of experience in the financial services industry, including securities, futures and investment advisory. John is a licensed Registered Representative and holds Series 31, Series 7 and Series 63 licenses. John is committed to providing clients with personalized financial advice and investment strategies. John is affiliated with Wells Fargo Advisors, LLC and focuses on serving high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities and other types of accounts not captured in the above categories.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
09/28/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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