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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 Paul McCaughan is a financial advisor with over 35 years of experience in the industry. John Paul is registered with Osaic Wealth, Inc., and is licensed in Arizona, Florida, New Jersey, New York, and Pennsylvania. John Paul has held previous roles with The Lincoln National Life Insurance Company, Cigna Financial Advisors, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. John Paul holds Series 6, 7, 22, 24, and 63 licenses. John Paul's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. John Paul provides services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
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.
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2
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (COLLINGSWOOD NJ)
NJ
05/03/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHERRY HILL NJ)
PA
11/22/1988 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
11/16/1987 - 12/06/1988
EQUICO SECURITIES, INC.
NA
11/16/1987 - 12/06/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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