Unclaimed
Christopher Cusick is an active financial professional registered with RBC Capital Markets, LLC in West Conshohocken, Pennsylvania. Christopher has been in the industry since 2014. Christopher is a Series 63, Series 52, Series 79 and SIE licensed representative. Christopher has prior experience with CITIGROUP GLOBAL MARKETS INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/06/2024 - Present
RBC Capital Markets, LLC (West Conshohocken PA)
NY
07/03/2014 - 03/08/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/03/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Christopher Cusick is the right advisor for you? Invested Better is here to help.