Todd  Dudonis,  CFP<sup>&reg;</sup> - Financial Advisor

Todd Dudonis, CFP®

Private Client Asset Management

4190 Sunrise Hwy
Massapequa, NY 11758
(516) 280-4623

General

Todd Dudonis is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Private Client Asset Management in Massapequa, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: NY, FL
  • Health/disability insurance: NY
  • Fixed annuities: NY, FL, SD, VA
  • Variable annuities: NY, FL, SD

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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