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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 26 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.
Judith Vicks-Sweet (CRD# 4344173) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Douglas Walters (CRD# 5186158) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 17 years of experience in the finance industry.
David Waters (CRD# 6277499) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rome, NY and has over 10 years of experience in the finance industry.
Kim White (CRD# 5806944) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 11 years of experience in the finance industry.
Shawn Williams (CRD# 6142063) is an Investment Advisor Representative working at Primerica Advisors in Rome, NY and has over 11 years of experience in the finance industry.
Greg Wisniewski (CRD# 7545422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Utica, NY and has 1 year of experience in the finance industry.