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Kathy Poist Cuomo is a financial advisor professional located in Havre De Grace, MD. They specialize in financial advisory. With over 20 years of experience, they bring deep expertise to every client.
Kathy Poist Cuomo - Integrated Financial Planning Services holds an active professional license (FINRA CRD) for your protection.
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Kathy Poist Cuomo offers integrated financial planning services in Havre De Grace, Maryland. With 20 years in the financial advisory field, she brings substantial experience to client engagements. She holds a FINRA CRD license (number 4877600), which governs her practice in securities and investment advisory matters. Her integrated approach addresses multiple dimensions of financial planning for clients seeking comprehensive guidance.
A FINRA CRD (Central Registration Depository) license indicates that Kathy Poist Cuomo is registered with the Financial Industry Regulatory Authority and authorized to conduct securities and investment advisory business. This registration requires background checks, compliance training, and ongoing adherence to FINRA rules and standards. Clients working with a FINRA-registered advisor have access to regulatory oversight and dispute resolution mechanisms through FINRA, providing an additional layer of consumer protection in investment and financial advisory relationships.