Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Dugan is a financial advisor in Raritan, NJ who has been in the industry since 2006. Michael has a strong background in financial advising and has worked for several firms over the years. Michael is currently registered with Private Client Services, LLC in Raritan, NJ and is also registered with the state of New Jersey. Michael has a variety of licenses and certifications, including Series 7, Series 63, Series 65, and Series 6TO. Michael specializes in providing financial advice to individuals and businesses. He offers a variety of services, including financial planning, portfolio management, and investment advisory services. Michael is committed to providing his clients with personalized and comprehensive financial advice.
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
01/09/2006 - 02/25/2008
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
IA
Issued 06/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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