Unclaimed
Mohaun Kugaraj is an Investment Advisor Representative at Janney Montgomery Scott LLC, with over 2 years of experience in the financial services industry. Mohaun specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses. Mohaun Kugaraj is registered with the state of Florida and is also a Registered Representative with FINRA. Mohaun has passed the Series 7TO, Series 66, and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
08/19/2024 - Present
Janney Montgomery Scott LLC (STUART FL)
BOTH
Issued 08/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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