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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
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.
Steven Warren (CRD# 7149296) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has over 2 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.
Donald Wilock (CRD# 4617806) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Schenectady, NY and has over 21 years of experience in the finance industry.
Frederick Winkler (CRD# 2023551) is an Investment Advisor Representative working at Avantax Advisory Services in Schenectady, NY and has over 34 years of experience in the finance industry.
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.
Raymond Zegger (CRD# 2859235) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 27 years of experience in the finance industry. Raymond Zegger 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.
Patrick Ziegler (CRD# 5738995) is an Investment Advisor Representative working at Innovative Advisory Group in Burnt Hills, NY and has 1 year of experience in the finance industry.