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Distance Only Smithtown, 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
Scott Welikey (CRD# 5655936) is an Investment Advisor Representative working at Welikey Financial Planning, LLC in Smithtown, NY and has over 15 years of experience in the finance industry. Scott Welikey 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.
Walter Wisniewski (CRD# 1125987) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has over 40 years of experience in the finance industry. Walter Wisniewski 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.
Adam Wood (CRD# 7141197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 4 years of experience in the finance industry.
Joseph Bonanno (CRD# 4562340) is an Investment Advisor Representative working at Lpl Financial LLC in Smithtown, NY and has over 21 years of experience in the finance industry.
Bruce Huggins (CRD# 1444889) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 38 years of experience in the finance industry.