Broker Check
Bill Rugen

Bill Rugen

Financial Advisor

William F. Rugen

Financial Representative

102 Motor Parkway

Suite 550

Hauppauge, NY 11788

Ph: (631) 265-6100 Ext. 8511

Fax: (631) 265-6101

Email: [email protected]

wmrassociates.com

 

Business Philosophy

William Rugen has managed his own Financial Services practice for the past 27 years and is knowledgeable in the Financial Services Industry. He educates individuals on various financial concepts.  His practice is geared toward providing individuals the information necessary to help provide a proper financial portfolio, one that can provide protection, growth, preservation and above all service.

William also has managed his own Income Tax preparation service for his clients for over 25 years outside of his work with Life Planning Group. He is registered with the Internal Revenue Service and the New York State Department of Taxation and Finance as an Income Tax Preparer.

 

Personal Experience

∆    Life Planning Group, Hauppauge, New York

∆    Managed his own Income Tax preparation service for over 25 years

∆    Registered Representative of Hornor, Townsend and Kent, Inc (HTK)

∆    Born in Brooklyn, NY — living now in Suffolk County for the past 35 years

 

Qualifications

∆    Licensed for Life, Accident and Health Insurance in New York, North Carolina and Arizona

∆    B.A. Degree in Economics from Queens College

 

Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, HTK does not provide tax advice.  Member FINRA/SIPC, 333 Earle Ovington Boulevard, Suite 402, Uniondale, NY 11553, (516) 282-9600. Life Planning Group and all listed entities are independent of HTK. HTK does not provide tax advice.  Always consult a qualified tax advisor regarding your personal tax situation.   1992946TM_Feb20