Steven Cucinelli (CRD# 5307494) is an Investment Advisor Representative working at Park Avenue Securities LLC in Shrewsbury, NJ and has over 10 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Co Of America | Shrewsbury, NJ | Feb 2010 - Current | 14 |
Park Avenue Securities LLC | Shrewsbury, NJ | Feb 2010 - Current | 14 |
Student | Lincroft, NJ | Jan 1998 - Current | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
S63 | Uniform Securities State Law Examination | Apr 2014 |
- FL
- IL
- NJ
- NY
- PA
- TX
- VA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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