Unclaimed
Kevin Reugger is a financial advisor with over 20 years of experience in the industry. Kevin is registered with J.P. Morgan Securities LLC and has a strong track record of success in providing financial advice to individuals, families, and businesses. Kevin has a wide range of expertise in investment planning, retirement planning, and estate planning. He is also a registered Investment Advisor and is qualified to provide advice on a variety of investment products and services. Kevin is committed to providing his clients with personalized service and helping them 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
LA
09/20/2013 - Present
J.p. Morgan Securities LLC (METAIRIE LA)
LA
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)
IL
07/31/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/13/1999 - 07/17/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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