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Distance Only Schenectady, NY
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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
Glen Allen (CRD# 4293316) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 8 years of experience in the finance industry. Glen Allen 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.
William Barry (CRD# 7038939) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 5 years of experience in the finance industry.
Michael Cremen (CRD# 6015039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Schenectady, NY and has over 11 years of experience in the finance industry.
Hermes Del-Sette, Iii (CRD# 3098267) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 25 years of experience in the finance industry. Hermes Del-Sette, Iii 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.
Steven Herweyer (CRD# 5207071) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 17 years of experience in the finance industry.
Travis Kellman (CRD# 5089864) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 17 years of experience in the finance industry. Travis Kellman 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.
William Mack (CRD# 1327268) is an Investment Advisor Representative working at Planmember Securities Corporation in Schenectady, NY and has over 39 years of experience in the finance industry.
John Mendrysa (CRD# 2492930) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 29 years of experience in the finance industry.
Gregory Mengel (CRD# 4482167) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has over 22 years of experience in the finance industry.
Michael Powers (CRD# 2401280) is an Investment Advisor Representative working at Lpl Financial LLC in Schenectady, NY and has over 29 years of experience in the finance industry. Michael Powers 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.