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  •  Fax: 732-922-3353
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  2. John Surguy

John Surguy

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John Surguy
Financial Advisor
Phone: 
732-922-6300
Fax: 
732-922-3353
E-mail: 
John.Surguy@margfinancial.com

John graduated from Stevens Institute of Technology before attending the IESE at University of Navarra in Barcelona, Spain.  After working in institutional asset management for over 20 years, John decided to become a Financial Advisor.

While working for Wilshire Associates, John modernized portfolio management.  Including how investors allocate assets, construct portfolios, measure risk and evaluate performance. He helped build a new business within Wilshire and was promoted to Managing Director as a result.

John currently resides in Marlboro, NJ with his wife Stacey and two children, Maggie and Austin. His family also includes a few pets:  a yellow lab, Luke Skywalker, a Guinea Pig named Pepper, and three cats which they adopted on Thanksgiving: Cranberry, Stuffing, and Licorice. 

In his spare time, John enjoys sailboat racing, soccer, and fitness. He also likes listening to music, reading, and traveling with his family. He volunteers  at the Atlantic Highlands Sailing Education Program, the NJ & Rockland County JDRF, and the Marlboro Soccer Association.

John holds Life & Health Licenses as well as, Series 7, and Series 66 FINRA Registrations. His goal at MARG is to help people avoid costly planning mistakes and to become a top advocate for improving emotional, physical, and financial wellness within his communities.

 

John is a registered representative and an investment advisor representative of Securian Financial Services, Inc.

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1800 Route 34 Bldg 2 Suite 201
Wall Township, New Jersey
07719 United States

  •  Tel: (732) 922-6300
  •  Fax: 732-922-3353
  •  Joel.Gillman@margfinancial.com
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Mid Atlantic Resource Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Mid Atlantic Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Mid Atlantic Resource Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3065281 DOFU 05-2020

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