Unclaimed
John Wygal is an investment advisor representative who has been in the industry since 1985. John is currently registered with Cetera Investment Advisers LLC and has previously worked with VOYA FINANCIAL ADVISORS, INC., LIFEMARK SECURITIES CORP., SIGNATOR INVESTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, and MONY SECURITIES CORP. John has a variety of specializations, including providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. John is also a co-owner of John H Wygal & Co., LLC., a DBA for the sale of securities and insurance products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CT
12/26/2024 - Present
Cetera Investment Advisers LLC (NORWALK CT)
CT
06/30/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORWALK CT)
NY
07/02/1999 - 07/06/2000
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
MA
04/13/1992 - 05/25/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/13/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/19/1985 - 01/20/1992
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Wygal is the right advisor for you? Invested Better is here to help.