Unclaimed
John Mougey is a financial advisor who has been in the industry since July 20, 1983. John is currently registered with Newedge Advisors, LLC in Louisiana and Texas. John has previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC in Louisiana. John has a variety of licenses and certifications, including Series 3, 7, 9, 10, 63, and 66. John specializes in providing financial advice to individuals, businesses, and institutions. John offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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.
1
2
LA
03/23/2024 - Present
Newedge Advisors (Hammond LA)
LA
12/09/2011 - 04/01/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAMMOND LA)
LA
01/01/2008 - 12/09/2011
WELLS FARGO ADVISORS, LLC (HAMMOND LA)
LA
07/21/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HAMMOND LA)
BOTH
Issued 07/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Mougey is the right advisor for you? Invested Better is here to help.