Invested Better
Financial Planning Services Advisors in Gloversville, New York
11 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Skotarczak is a financial advisor currently registered with Wells Fargo Clearing Services, LLC and has been in the industry since August 2017. Amanda holds a Series 66, Series 7 and SIE license. Amanda also has a 49% ownership stake in Foothills Management LLC, an investment-related business, and a 100% ownership stake in Skaterra LLC, a non-investment related excavation and construction services company. Amanda works out of the Wells Fargo Clearing Services, LLC office in Gloversville, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Andrew J Cook is a registered representative with Wells Fargo Clearing Services, LLC in the Gloversville, NY branch office. Andrew has been in the securities industry since 2012. Andrew specializes in investments for individuals, businesses, investment companies, pooled investment vehicles, charities, pensions and profit sharing plans, high net worth individuals, insurance companies, corporations and other businesses. Andrew is licensed in 32 states and has Series 7, Series 66, and SIE exams. Andrew was previously affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Latham, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandie Mulligan is a financial advisor with over 16 years of experience in the financial services industry. Brandie is currently registered with Wells Fargo Clearing Services, LLC and holds Series 66, Series 7, and SIE licenses. Brandie has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brett McCue is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since June 2012. Brett has Series 7, 6, 63 and 66 licenses. Brett has 30 active state registrations, and is licensed to sell securities in a variety of states including New York, Arizona, California, Colorado, Connecticut and Florida. Key Investment Services LLC is a previous employer. Brett is a licensed investment advisor representative in New York. Brett is a specialist in Financial Planning and Portfolio Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
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

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gary Greco is a financial advisor with over 38 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC in GLOVERSVILLE, NY. Gary has previously held positions at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, A. G. EDWARDS & SONS, INC., and FIRST JERSEY SECURITIES, INC.. Gary has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to providing personalized financial advice to help clients achieve their financial goals. He is also a member of various professional organizations, including the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Joanne Entelisano is a financial advisor with Wells Fargo Clearing Services, LLC. Joanne has been in the financial services industry since 1994. She is registered to provide investment advice in New York and Texas. Joanne has a Series 7, Series 63, and SIE license. Her previous work experience includes working as an investment advisor at First Albany Corporation in New York, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

GLOVERSVILLE, NY

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Peter Washburn is an active investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since 1987 and has held registrations with various firms. John's current registrations include Series 7, Series 63, Series 65, and SIE. John holds the Certified Financial Planner designation and has experience working with high-net-worth individuals, corporations, pension plans, and other institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Cetera Investment Advisers LLC

location

GLOVERSVILLE, NY

experience

23 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

GLOVERSVILLE, NY

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ronald Olinsky is a registered representative with Wells Fargo Clearing Services, LLC, a firm with over 10 billion dollars in assets under management. Ronald has over 25 years of experience in the financial services industry and holds several professional licenses, including Series 7, 31, and 63. Ronald is also a Registered Investment Advisor. Ronald is committed to providing personalized financial advice and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

Need help matching

with the right advisor?