Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Bogosta is an investment professional with over 25 years of experience in the financial services industry. John Paul began his career at Prudential Securities Incorporated in 1997. John Paul joined Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2002 and then moved to Wells Fargo Clearing Services, LLC in 2009. John Paul is currently a Registered Representative with Stifel, Nicolaus & Company, Inc. where John Paul has been working since 2017. John Paul holds the Series 7, Series 63 and Series 65 licenses. John Paul's areas of expertise include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
1
2
NJ
08/31/2023 - Present
Stifel, Nicolaus & Company, Inc. (SUCCASUNNA NJ)
NJ
01/09/2009 - 07/13/2017
WELLS FARGO CLEARING SERVICES, LLC (SPARTA NJ)
NJ
09/11/2002 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTA NJ)
NY
10/31/1997 - 09/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Bogosta is the right advisor for you? Invested Better is here to help.
