Simone Cunningham, financial advisor Springfield MA

Simone Cunningham

CRD Number: 4346223
Current Firm: Mp Financial Services, LLC

Simone Cunningham (CRD# 4346223) is an Investment Advisor Representative working at Mp Financial Services, LLC in Springfield, MA and has over 18 years of experience in the finance industry. Simone Cunningham 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.

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Professional Designations
Company Name Location Dates Years
Mp Financial Services, LLC Springfield, MA Jan 2009 - Current 11
Moriarty & Primack, Pc Springfield, MA Dec 2008 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Simone E. Cunningham
Phone Number: 413-739-1800
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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