Christopher Congema (CRD# 2590933) is an Investment Advisor Representative working at Landmark Wealth Management, LLC in Melville, NY and has over 29 years of experience in the finance industry. Christopher Congema has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landmark Wealth Management, LLC | Melville, NY | Jan 2015 - Current | 9 |
| Core-x Wealth Management, LLC | Melville, NY | Mar 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 1995 |
- FL
- NY
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Total Assets Under Management253MILLIONS
-
Total Number of Accounts702ACCOUNTS
-
Average Account Value$359,857
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, NY, TX
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