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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Cundari is a financial advisor with Lincoln Investment. James Michael Cundari has been in the industry since 1994. James Michael Cundari is registered in New Jersey and has been working with clients since 2002. Previously, James Michael Cundari has worked with CAPITAL ANALYSTS, INCORPORATED, ING FINANCIAL PARTNERS, INC., NEW ENGLAND SECURITIES, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
06/01/2012 - Present
Lincoln Investment (WARREN NJ)
NJ
03/29/2004 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WARREN NJ)
CT
03/26/2002 - 03/23/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
04/28/1999 - 09/05/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/12/1994 - 04/07/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/12/1994 - 04/07/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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