Justin Cuvelier (CRD# 5856548) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 13 years of experience in the finance industry.
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2186053
Cadaret Grant & Co Inc.
CRD# 2574827
Brighton Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Excel Securities & Associates Inc. | Rochester, NY | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- NY
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Total Assets Under Management409MILLIONS
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Total Number of Accounts1,799ACCOUNTS
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Average Account Value$227,393
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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