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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Salvatore Valente (CRD# 5042083) is an Investment Advisor Representative working at The Valente Group LLC in Herkimer, NY and has over 17 years of experience in the finance industry.
Christine Vanmeter (CRD# 3051679) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 25 years of experience in the finance industry. Christine Vanmeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Vanmeter (CRD# 1848501) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 15 years of experience in the finance industry. David Vanmeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Luke Vanmeter (CRD# 6804373) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has over 4 years of experience in the finance industry.
Robert Waite (CRD# 4403425) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gloversville, NY and has over 22 years of experience in the finance industry.
Daniel West (CRD# 5523843) is an Investment Advisor Representative working at West Financial Planning in Cherry Valley, NY and has over 15 years of experience in the finance industry. Daniel West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Geoffrey Wright (CRD# 871728) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 39 years of experience in the finance industry.