Unclaimed
Cullen Cusack is a financial advisor who has been in the industry since October 2019. Cullen works at Raymond James Financial Services Advisors, Inc. Cullen holds the Series 7, Series 66, and SIE exams. Cullen is registered with the states of Alabama, Florida, Georgia, Illinois, Kentucky, Michigan, Missouri, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia and West Virginia. Cullen has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension or profit-sharing plans. Cullen's firm, Raymond James Financial Services Advisors, Inc., has offices in Saint Petersburg, Florida.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
11/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (JOHNSON CITY TN)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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