Invested Better
Pension Consulting Services Advisors in Gloversville, New York
3 Results
Unclaimed

LPL Financial LLC

location

GLOVERSVILLE, NY

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Donald Frank Stanyon is a financial advisor who has been in the industry since 1993. Donald is currently registered with LPL Financial LLC and has been with the firm since 2000. Donald is a Series 7 and Series 63 licensed representative and has passed the General Securities Principal Examination (Series 24) and the Securities Industry Essentials Examination (SIE). Donald provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

THE Strategic Financial Alliance, Inc.

location

GLOVERSVILLE, NY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Rene Hart is a registered representative with The Strategic Financial Alliance, Inc. Lisa has been in the industry since October 1995 and is registered with the state of New York. Lisa Rene Hart is located at 15 FIRST AVENUE, GLOVERSVILLE, NY 12078. Lisa previously worked with LINCOLN INVESTMENT PLANNING, INC. from 1995 to 2004.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

GLOVERSVILLE, NY

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Edward Waite is an Investment Advisor Representative with Cetera Investment Advisers LLC, located in Gloversville, NY. Robert has been in the industry since 2001. Cetera Investment Advisers LLC is a registered investment advisor with a focus on providing financial planning, portfolio management, and pension consulting services. Robert holds both Series 6 and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals