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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Naegele is a financial advisor at Cambridge Investment Research Advisors, Inc. John has been in the financial services industry since 1985. John specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. John is also an Enrolled Agent with Premier Tax Planning and serves as a Board Member for Cryder Point Owners Corp. John is a Certified Financial Planner and holds the following securities licenses: Series 6, 7, 22, 63, and 66. John is registered to provide securities and investment advisory services in Arizona, Connecticut, Maryland, Massachusetts, New Jersey, and New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
03/26/2021 - Present
Cambridge Investment Research Advisors, Inc. (Great Neck NY)
NY
11/22/2013 - 01/20/2021
NATIONAL SECURITIES CORPORATION (FLUSHING NY)
NY
09/10/1991 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (FLUSHING NY)
CO
08/28/1991 - 12/14/1992
SCHNEIDER SECURITIES, INC. (DENVER CO)
CA
05/18/1990 - 09/04/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
06/27/1985 - 05/18/1990
JONATHAN ALAN & CO., INC.
NA
04/09/1985 - 06/26/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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