Unclaimed
Vernon Cunningham is a financial advisor with over 20 years of experience. Vernon is currently affiliated with Private Advisor Group, LLC. Prior to that, Vernon worked at PNC Investments. Vernon holds a number of industry licenses, including Series 6, 7, 63, 65 and 66. Vernon is a licensed advisor in Delaware, Florida, Maryland, Nevada, Pennsylvania, and Virginia. Vernon specializes in providing financial planning and asset management services. Vernon offers a variety of services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/21/2012 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MD
09/03/2009 - 11/13/2012
PNC INVESTMENTS (ANNAPOLIS MD)
MD
11/11/1998 - 08/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
NY
07/31/1993 - 03/29/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
06/10/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vernon Cunningham is the right advisor for you? Invested Better is here to help.