Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constantine? Claim Your ProfileConstantine Mulligan is a financial advisor at Cerity Partners Retirement Plan Advisors. Constantine holds a Series 65 license and has been in the industry since 2012. Constantine provides financial wellness coaching, pension consulting and has experience working with pension and profit sharing plans and state or municipal government entities. Constantine also holds the designation of Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
Financial wellness coaching
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.
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NY
04/24/2019 - Present
Cerity Partners Retirement Plan Advisors (NEW YORK NY)
IA
Issued 08/13/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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