Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 22 years of experience in the finance industry. Frederick Schmalkuche 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.
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
CRD# 6468527
Atlas Private Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Aug 2011 - Current | 12 |
| Latitude Advisors, LLC | Vero Beach, FL | Aug 2011 - Current | 12 |
| Pinnacle Wealth Strategies, LLC | Albany, NY | Oct 2002 - Current | 21 |
| Foster & Schmalkuche, Pc | Gardiner, NY | Jun 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- NY
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
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