Michael George Dugan

Current Employers

Employment History

• 05/2010 → Present
  Private Client Services Llc
  Louisville, KY

Previous Registrations

• 2008-02-15 → 2010-05-06
  Woodbury Financial Services, Inc.
  Raritan, NJ
  Louisville, KY
  Raritan, NJ
• 1997-08-26 → 2008-02-25
  1717 Capital Management Company
  Cranford, NJ

Other Businesses

1) CONKEL LLC PTNR; OWNR; OFFICE CONDO; RARITAN NJ; START 10/07; 2 HR/MTH; RENTAL PPTY 2) DUGAN FIN SVCS; SOLE PROP; Raritan NJ; PRES/OWNER; FIN SVCS; COLLECT INS CARRIERS FROM MEDICAL DENTAL GROUP LIFE & DI, FIXED LIFE, FIXED ANN; 1/90 START; 80 HRS/MTH 3)PROFESSIONAL GROUP PLANS. PRODUCER. START JUNE, 2011. 10 HRS/MONTH, 1 DURING TRADING HOURS, $8,000 EARNINGS ANNUALLY. 4)ANCIENT ORDER OF HIBERIANS; MEMBER; IRISH CATHOLIC NAT'L ORGANIZATION; START 7/17/13; 1 HR PER MONTH; 0 HRS DURING TRADING; $0 COMPENSATION. 5)WALSH BENEFITS; PRODUCER; HEALTH INSURANCE, GROUP LIFE, LTD; START 9/19/2013; 10 HRS PER MONTH; 1 HR DURING TRADING; $50,000 COMPENSATION ANNUALLY. 6)OXFORD/UNITED HEALTHCARE; PRODUCER; HEALTH INSURANCE; START 11/27/2013; 10 HRS PER MONTH; 1 HR DURING TRADING; $5,000 COMPENSATION ANNUALLY. 7)AETNA, INC; PRODUCER; INSURANCE PRODUCTS; START 11/27/2013; 10 HRS PER MONTH; 1 HR DURING TRADING; $8,000 COMPENSATION ANNUALLY. 8)CECCHETTINI INSURANCE DIVISION OF WORLD INS ASSOC; RECEIVES REFERRALS ON MEDICAL AND LIFE INS CLIENTS; 115 EAST GROVE STREET, WESTFIELD, NJ 07090; EFFECTIVE DATE 1/1/2014. APPROXIMATELY 10 HRS PER MONTH, 5 DURING TRADING HRS, ESTIMATED EARNINGS VARIABLE, NON-INVESTMENT RELATED. 9) ASH BROKERAGE, 303 WEST MAIN STREET, SUITE 200, FREEHOLD, NJ 07728. LIFE INSURANCE AND ANNUITY BROKER. AGENT. 40 HOURS/MO; 35 DURING TRADING HOURS. 10) Client 2 Vendor. 30 Lafayette Ave, Ste #1043, Morristown, NJ 07960. Referral service from realtor platform. We pay a fee for access to a referral portal. 1 hr/mo; 1 during trading hrs. Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1988-09-14

Designations

Other Names

• Michael George Dugan