Marc Luciani Email & Phone Number
Financial Advisor and Portfolio Manager @ Dumont & Blake Investment Advisors
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Marc Luciani Location
- Princeton, NJ, US
Marc Luciani Work
- 2022 -now Financial Advisor and Portfolio Manager @
- 2017 -2022 Vice President and Financial Advisor @ Covered Bridge Advisors
- 2016 -2017 Financial Advisor @
- 2015 -2016 Financial Advisor @
- 2014 -2015 Financial Advisor @
- 2011 -2014 Financial Advisor @
- 2006 -2011 Retirement Plan Specialist @
Marc Luciani Education
- Duquesne University
Bachelor of Arts (B.A.) (Political Science and Government)
2000-2004
Marc Luciani Skills
- Investments
- Retirement
- Retirement Planning
- Mutual Funds
- Wealth Management
- Series 7
- Financial Planning
- Finance
- Customer Service
- Financial Services
- Leadership
- Fixed Income
- Investment Strategies
Marc Luciani Summary
- Marc Luciani, based in Princeton, NJ, US, is currently a Financial Advisor and Portfolio Manager at Dumont & Blake Investment Advisors. Marc Luciani brings experience from previous roles at Covered Bridge Advisors, Cantor Fitzgerald, Stifel Financial Corp. and UBS. Marc Luciani holds a 2000 - 2004 Bachelor of Arts (B.A.) in Political Science and Government @ Duquesne University. With a robust skill set that includes Investments, Retirement, Retirement Planning, Mutual Funds, Wealth Management and more. Marc Luciani has 2 emails and 2 mobile phone numbers on RocketReach.
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