Philip Fulco

Philip Fulco Email and Phone Number

CFP (r) @ Rombout Fire Company
fishkill, new york, united states
Philip Fulco's Location
Fishkill, New York, United States, United States
Philip Fulco's Contact Details

Philip Fulco personal email

n/a
About Philip Fulco

Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Strong community and social services professional skilled in Portfolio Management, Budgeting, Health Insurance, Insurance Planning, and Employee Benefits Design.“Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.”Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc. a Registered Investment Advisor and member FINRA/S.I.P.C. Professional Financial Consultants and Cadaret, Grant& Co., Inc. are separate entities.

Philip Fulco's Current Company Details
Rombout Fire Company

Rombout Fire Company

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CFP (r)
fishkill, new york, united states
Website:
romboutfire.com
Employees:
6
Philip Fulco Work Experience Details
  • Professional Financial Consultants
    Financial Consultant
    Professional Financial Consultants Jan 2016 - Present
    Wappingers Falls, Ny
  • Rombout Fire Company
    Captain Fire Police
    Rombout Fire Company 2012 - Present
    Fishkill, Ny
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  • Pinnacle Planning
    Cfp(R) Managing Principal
    Pinnacle Planning Aug 2010 - Jan 2016
    Hudson Valley Area New York
    Pinnacle Planning merged with Professional Financial Consultants January 1, 2016.Investment and Insurance Advisory Services.Securities offered through Cadaret, Grant & Co. Inc Member FINRA/SIPC. Pinnacle Planning and Cadaret, Grant are separate entities.
  • Boy Scouts Of America
    Adult Volunteer
    Boy Scouts Of America 2005 - 2011
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  • New Horizons Asset Management Group, Llc
    Senior Financial Consultant
    New Horizons Asset Management Group, Llc 2006 - 2010
  • Hsbc S
    Financial Advisor
    Hsbc S 2004 - 2006
  • M&T Bank
    Financial Consultant
    M&T Bank 2001 - 2004
  • Cuna Mutual Group
    Financial Consultant
    Cuna Mutual Group 1996 - 2001
    View

Philip Fulco Skills

Insurance Investments Securities Retirement Planning Annuities Financial Planning Series 7 Health Asset Management Health Insurance Portfolio Management Employee Benefits Financial Reporting Insurance Planning Wealth Management Estate Planning Retirement Budgeting Investment Advisory Long Term Care Disability Insurance Public Speaking Pensions Finance Certified Financial Planner

Philip Fulco Education Details

Frequently Asked Questions about Philip Fulco

What company does Philip Fulco work for?

Philip Fulco works for Rombout Fire Company

What is Philip Fulco's role at the current company?

Philip Fulco's current role is CFP (r).

What is Philip Fulco's email address?

Philip Fulco's email address is pf****@****ant.com

What schools did Philip Fulco attend?

Philip Fulco attended Excelsior University.

What are some of Philip Fulco's interests?

Philip Fulco has interest in Social Services.

What skills is Philip Fulco known for?

Philip Fulco has skills like Insurance, Investments, Securities, Retirement Planning, Annuities, Financial Planning, Series 7, Health, Asset Management, Health Insurance, Portfolio Management, Employee Benefits.

Who are Philip Fulco's colleagues?

Philip Fulco's colleagues are Robert Schulz, Charles Kuehner, John Tornello.

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