Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael George Dugan is a financial professional with over 35 years of experience in the financial services industry. Michael has worked with Private Client Services, LLC since 2010. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Michael holds a series 6, 7, 24, 63, 65, 99TO and SIE licenses. Michael has also earned the CFP® and ChFC® designations. Michael's commitment to providing personalized service and his extensive experience make him a valuable resource for clients seeking financial guidance.
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.
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.
1
2
NJ
05/03/2010 - Present
Private Client Services, LLC (RARITAN NJ)
NJ
02/15/2008 - 05/06/2010
WOODBURY FINANCIAL SERVICES, INC. (RARITAN NJ)
NJ
11/02/1989 - 02/25/2008
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
IN
04/26/1988 - 06/25/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
01/16/1985 - 05/18/1988
PML SECURITIES COMPANY
NA
09/11/1984 - 05/04/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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