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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Cusimano is an Investment Advisor Representative at NewEdge Advisors, LLC. John has been in the financial services industry for over 20 years and has a strong background in providing comprehensive financial planning and investment management services. John has a proven track record of helping individuals, families, and businesses reach their financial goals. John is a dedicated and experienced advisor who is committed to providing his clients with personalized attention and exceptional service. He holds various securities licenses and registrations including Series 66, Series 63, Series 10, Series 9, Series 31 and Series 7. He is also registered with the state of Louisiana, Nebraska, New Hampshire, North Carolina, and Texas. Previously, John has worked with Wells Fargo Advisors and Raymond James Financial Services.
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.
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
LA
01/02/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
NC
06/12/2015 - 12/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cornelius NC)
NC
03/19/2001 - 06/19/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 05/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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