Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Cupelli is a financial advisor in Poughkeepsie, NY. Jack is currently registered with Cadaret, Grant & CO., Inc. Jack has been in the financial services industry since 1989. Prior to Cadaret, Grant & CO., Inc., Jack was employed at Ameriprise Financial Services, Inc. and First Union Brokerage Services, Inc. Jack holds licenses in several states, including NY, NJ, FL, and TX.
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.
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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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Poughkeepsie NY)
NY
01/11/2013 - 05/01/2014
AMERIPRISE FINANCIAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
02/01/1996 - 01/15/2013
CADARET, GRANT & CO., INC. (POUGHKEEPSIE NY)
NC
01/01/1996 - 02/06/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
04/27/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
03/20/1995 - 04/26/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
01/03/1995 - 03/10/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
07/08/1994 - 08/12/1994
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
PA
05/04/1992 - 06/28/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
05/01/1991 - 04/21/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/18/1990 - 01/23/1991
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
05/09/1990 - 07/25/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
02/28/1990 - 05/11/1990
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
06/21/1989 - 02/21/1990
ANDREW ALEN SECURITIES, INC.
NA
04/03/1989 - 06/09/1989
KOCH CAPITAL INC
NA
08/30/1988 - 03/10/1989
INVESTORS CENTER, INC.
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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