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Qualifications of Financial Advisor in Cooperstown

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Financial Advisors in Cooperstown, 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
Lisa D Miller CFP®,
AXA Advisors, LLC
120 Madison Street,
Syracuse, NY  13202
(315) 425-6343
Paul Rubacka,
Financial Engines Advisors, LLC
5663 E Circle Drive Suite 200,
Cicero, NY  13039
(315) 453-8080

Information on Qualified Financial Advisors in Cooperstown

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).



Qualifications CRD# 0004612774
Series 7, 24, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY 
13202
Phone Number (315) 4256343

About AXA Advisors, LLC

Financial services isn’t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It’s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals—from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the “at retirement” needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.



Qualifications CRD# 1937162
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 5663 E Circle Drive Suite 200,
Cicero,
NY 
13039
Phone Number (315) 4538080

Joined Financial Engines in 2016. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant (ChFC®) certification(s). Bachelor's degree from Excelsior College. Married to Kristen. They have two children: Sam and Jack. Paul enjoys mountain biking, home brewing, salmon/stealhead fishing, reading, and family time.

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 Cooperstown, New York
Mohican Financial Management, Llc Cooperstown, NY
Arabella Wealth Advisors Syracuse, NY

Select other cities around Cooperstown, New York to broaden your search for a financial advisor