Ted Stricker, CFP®
CERTIFIED FINANCIAL PLANNER™ at Bernath & Rosenberg PC- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
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Series 7, 24, 55, 63, 65, NY Life & Health
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Experience
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Bernath & Rosenberg PC
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United States
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Accounting
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1 - 100 Employee
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CERTIFIED FINANCIAL PLANNER™
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Jul 2015 - Present
Our mission as a dedicated wealth management firm is to understand the financial "big picture" of our client's lives. We work closely with our clients to clarify their goals and needs, and we offer them our knowledge and expertise as we guide them through every stage of life. At all times, we are committed to delivering the most efficient quality service while serving as our client's most trusted advisor. Our mission as a dedicated wealth management firm is to understand the financial "big picture" of our client's lives. We work closely with our clients to clarify their goals and needs, and we offer them our knowledge and expertise as we guide them through every stage of life. At all times, we are committed to delivering the most efficient quality service while serving as our client's most trusted advisor.
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Cetera Financial Group
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United States
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Financial Services
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700 & Above Employee
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REGISTERED REPRESENTATIVE, REGISTERED PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE
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Apr 2002 - Present
Cetera Financial Specialists has grown into a leading provider of services and products to financial professionals nationwide. They provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most important, they give us the flexibility to run our business in a way that best suits our client's financial needs and objectives. Cetera Financial Specialists has grown into a leading provider of services and products to financial professionals nationwide. They provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most important, they give us the flexibility to run our business in a way that best suits our client's financial needs and objectives.
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Education
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State University of New York at Albany
B.S., Economics & Business Administration
Community
