Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sugg Nau is a financial professional with over 35 years of experience in the financial services industry. John is registered with World Equity Group, Inc. and THE Legacy Collaborative, Inc. in Texas. John has a broad range of experience, including investment advisory services, financial planning, and insurance sales. John has a strong commitment to helping clients achieve their financial goals.
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
TX
02/05/2020 - Present
World Equity Group, Inc. (San Antonio TX)
TX
01/14/2008 - 02/10/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (BOERNE TX)
TX
08/15/1997 - 01/15/2008
FSC SECURITIES CORPORATION (BOERNE TX)
NA
08/20/1985 - 08/15/1997
CIGNA FINANCIAL ADVISORS,INC.
BC
Issued 08/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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