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Financial Planning Services Advisors in Slingerlands, New York
10 Results
Unclaimed

Healthcare Community Securities Corp.

location

Slingerlands, NY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Alana M. Jennings is a financial professional with over 18 years of experience in the industry. Alana currently works at Healthcare Community Securities Corp. in Rensselaer, New York. Alana is licensed to provide securities and investment advisory services in New York. Previously, Alana was registered with MML Investors Services, LLC in Latham, New York, Pentegra Distributors Inc. in White Plains, New York, Transamerica Investors Securities Corporation in Harrison, New York, LPL Financial LLC in Slingerlands, New York, TIAA-CREF Individual & Institutional Services, LLC in Latham, New York, NRP Financial, INC. in Slingerlands, New York, First Albany Corporation in New York, New York, Sunamerica Capital Services, INC. in Jersey City, New Jersey, Sunamerica Securities, INC. in Phoenix, Arizona, and Putnam Mutual Funds Corp. in Boston, Massachusetts.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

SLINGERLANDS, NY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Conor Bryant is a financial advisor with Commonwealth Financial Network, based in Slingerlands, NY. Conor has been in the financial services industry since December 2009. Conor has a wide range of experience in providing financial advice to individuals, businesses, and retirement plans. Conor also offers insurance sales, and is a Certified Financial Planner. Conor has a strong track record of helping clients reach their financial goals.

SPECIALIZATIONS

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

Equity Services, Inc. | CFP ® (Certifications)

location

SLINGERLANDS, NY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

James E Schwartz is a financial advisor currently registered with Equity Services, Inc. James has been in the industry since November 25, 2008, and has a Series 7, Series 63 and SIE license. James is also a Certified Financial Planner (CFP) professional. James has experience serving individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

SPECIALIZATIONS

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

LPL Financial LLC

location

SLINGERLANDS, NY

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth G. Wehner has been in the financial services industry since May 22, 1994. Kenneth is currently registered with LPL Financial LLC in Slingerlands, NY. Kenneth is also registered with the state of New York as an Investment Adviser Representative. Previously, Kenneth was registered with Citigroup Global Markets Inc. and Dean Witter Reynolds Inc.

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

Commonwealth Financial Network

location

SLINGERLANDS, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kerry Bardwell is a financial advisor at Commonwealth Financial Network, a firm that manages over $177 billion in assets for 623,075 clients. Kerry has been in the financial industry since December 11, 2017. Kerry is registered with FINRA and holds the Series 6 and SIE exams. Commonwealth Financial Network offers financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

SLINGERLANDS, NY

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Mark Thomas Bryant is a financial advisor with Commonwealth Financial Network. Mark has been in the industry since 1981. Mark is registered to provide investment advice in Connecticut, Florida, Massachusetts, and New York. Mark is a Certified Financial Planner. Mark specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Mark also provides fixed insurance sales, and real estate rentals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SLINGERLANDS, NY

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Melvin Glazier is a financial advisor at Osaic Wealth, Inc. with over 29 years of experience in the industry. Melvin's current registration is active in Maine, New York, and Vermont. Melvin specializes in working with high-net-worth individuals, corporations, and other businesses. Melvin has obtained the Series 6, Series 26, and Series 63 licenses, and the SIE Exam. Osaic Wealth, Inc. provides portfolio management, financial planning, and educational seminars to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

SLINGERLANDS, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Pranav Rao is a financial advisor at Osaic Wealth, Inc., based in Slingerlands, New York. Pranav Rao is registered with both FINRA and the state of New York, and has been in the industry since August 2022. Pranav Rao specializes in financial planning, portfolio management, and educational seminars. Prior to joining Osaic Wealth, Inc., Pranav Rao worked at Securities America, Inc., and LPL Financial LLC.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFA ® (Certifications)

location

SLINGERLANDS, NY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Reid Gregory Prinzo is a financial advisor with Commonwealth Financial Network, a Registered Investment Advisor. Reid has been in the financial industry since 2008. Reid holds a Series 7, Series 6, Series 24, Series 51, and Series 63. Reid is also a Chartered Financial Analyst. Commonwealth Financial Network provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

SLINGERLANDS, NY

experience

8 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Shawn Maloney is a financial advisor with Commonwealth Financial Network. Shawn is a registered representative and investment advisor representative, with over 7 years of experience in the financial services industry. Shawn is licensed to provide financial services in multiple states. Shawn specializes in providing financial planning and investment advice to individuals, families, businesses, and charitable organizations. Shawn is also registered as an investment advisor representative in New York.

SPECIALIZATIONS

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

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