Cary Posner (CRD# 1994667) is an Investment Advisor Representative working at Prudential Financial Planning Services in Endwell, NY and has over 31 years of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 4176455
Morgan Stanley
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Endwell, NY | Apr 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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