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Donald McCormick, CFP®, CRPC®

Donald mccormick, cfp®, crpc®

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location of Donald McCormick, CFP®, CRPC®Bohemia, New York, United States
Phone number of Donald McCormick, CFP®, CRPC®+91 xxxx xxxxx
Followers of Donald McCormick, CFP®, CRPC®637 followers

  • Timeline

    Current Company
    Oct 1987 - now

    Private Wealth Advisor

    Ameriprise Financial Services, LLC

  • About me

    Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ professional McCormick Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Education

    • Adelphi university

      -
      Ba business

    • Suny brockport

      -

  • Experience

    • Ameriprise financial services, llc

      Oct 1987 - now
      Private wealth advisor

      Private Wealth AdvisorCERTIFIED FINANCIAL PLANNER™ professionalMcCormick Wealth Management GroupA private wealth advisory practice of Ameriprise Financial Services, LLC

  • Licenses & Certifications

    • Cfp® certified financial planner™ practitioner

      Certified financial planner board of standards, inc.

    • Crpc® chartered retirement planning counselor℠

      College for financial planning

  • Honors & Awards

    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Financial Hall of Fame - Jan 2021
    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Circle of Success, 1996 - 2025 Ameriprise Financial
    • Awarded to Donald McCormick, CFP®, CRPC®
      Ameriprise Diamond Ring Club, 2008 - 2025 Ameriprise Financial