Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cuddihy is a financial advisor with LPL Financial LLC, with over 30 years of experience in the industry. John has been registered with the Securities and Exchange Commission (SEC) since 1991 and holds licenses in several states. He has worked with a variety of firms throughout his career, including McDonald Investments Inc., Key Investments Inc. and Cetera Advisors LLC. John's focus is on providing financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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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NY
02/14/2018 - Present
LPL Financial LLC (FREDONIA NY)
NY
11/01/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (CASSADAGA NY)
NY
04/13/2012 - 11/06/2013
CETERA ADVISORS LLC (FREDONIA NY)
NY
06/20/2007 - 05/14/2012
HSBC SECURITIES (USA) INC. (WESTFIELD NY)
NY
01/18/2006 - 10/09/2006
KEY INVESTMENT SERVICES LLC (ORCHARD PARK NY)
OH
07/21/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/08/2002 - 05/23/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NC
02/28/2002 - 09/30/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
VA
10/12/2000 - 03/07/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
11/23/1999 - 10/05/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
09/25/2000 - 10/04/2000
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/07/1997 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
OH
09/01/1993 - 01/17/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
08/01/1991 - 09/13/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/21/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
IA
04/09/1991 - 05/31/1991
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
03/26/1990 - 12/03/1990
EMPIRE NATIONAL SECURITIES, INCORPORATED
IA
Issued 11/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2007
Series 9 - General Securities Sales Supervisor - Options Module 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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