Charles Joseph Massimo

534 Broadhollow Rd, Melville, NY 11747

Financial Services

Legacy of Love since 2009
Founder
CJM Wealth Management - Melville, NY since Feb 2002
CEO
Smith Barney Aug 1999 - Aug 2002
Senior Vice President
Merrill Lynch 1995 - 1999
Financial Advisor

Investments
Retirement Planning
Wealth Management
Strategic Financial Planning
Finance
Financial Planning
Management
Portfolio Management
Employee Benefits
Small Business
401K
Financial Services
Leadership
Estate Planning
Entrepreneurship
Financial Advisory
Securities
Mutual Funds
Insurance
Wealth
Investment Strategies
Investment Advisory
Asset Management
Alternative Investments
Crm
Series 7
Investment Management
Equities
Asset Allocation
Series 63
Mergers and Acquisitions
Wealth Management Services
Life Insurance
Financial Planners
Financial Markets
Tax
Fixed Annuities
High Net Worth Individuals
Funding
Hedge Funds
Trusts
Cash Management
Etfs
Pensions
Executive Management
Long Term Care
Relationship Management
Personal Finance
Disability Insurance
Bonds

Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health

English