Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Raymond Kugel is a financial advisor at LPL Financial LLC in Matawan, NJ. John has been in the financial industry since January 2005. He has held previous positions with First Financial Equity Corporation in Scottsdale, AZ, Archer Distributors, LLC in Laurel, MD, Quasar Distributors, LLC in Portland, ME, MetLife Securities Inc in Iselin, NJ, Metropolitan Life Insurance Company in New York, NY, New England Securities in Iselin, NJ, Tower Square Securities, Inc. in Iselin, NJ, Walnut Street Securities, Inc. in Iselin, NJ, American Skandia Marketing, Inc. in Shelton, CT, Pruco Securities Corporation in Newark, NJ and Prudential Investment Management Services LLC in Newark, NJ.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
03/13/2023 - Present
LPL Financial LLC (MATAWAN NJ)
AZ
02/06/2020 - 04/22/2020
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
MD
11/14/2017 - 02/14/2019
ARCHER DISTRIBUTORS, LLC (LAUREL MD)
ME
07/20/2007 - 07/03/2017
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
04/28/2006 - 06/07/2007
METLIFE SECURITIES INC. (ISELIN NJ)
NY
04/28/2006 - 06/07/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
04/28/2006 - 06/07/2007
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
04/28/2006 - 06/07/2007
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
04/28/2006 - 06/07/2007
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
CT
06/13/2003 - 05/14/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
12/13/2002 - 06/13/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/21/2002 - 12/13/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
04/27/1999 - 12/31/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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