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Qualifications of Financial Advisor in Cobleskill

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Financial Advisors in Cobleskill, New York
Financial Advisor Office Location Phone Number
Mike Morgante,
Financial Engines Advisors, LLC
1581 Route 9 Suite C,
Clifton Park, NY  12065
(518) 371-2004

Information on Qualified Financial Advisors in Cobleskill

Qualifications CRD# 4812139
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1581 Route 9 Suite C,
Clifton Park,
NY 
12065
Phone Number (518) 3712004

Joined Financial Engines in 2009. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 65, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Mutual Fund Counselor SM (CMFC®) and Chartered Retirement Planning Counselor SM (CRPC®)certification(s). Bachelor's degree in Business Administration and Economics from the University at Albany. Married to Kaila. They have one child: Elle. Mike enjoys traveling, being outdoors, and spending time with family and friends.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Cobleskill, New York
Fenimore Asset Management, Inc. Cobleskill, NY
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