Nathan Wegman Email & Phone Number
Private Wealth Advisor, Founder @ Endeavor Wealth Advisory Group
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Nathan Wegman Location
- Rochester, NY, US
Nathan Wegman Work
- Private Wealth Advisor, Founder @ (April 2018 - Present)
- Financial Advisor @ (June 2013 - April 2018)
- Health and Benefits Sales @ (July 2010 - June 2013)
- Agency Account Coordinator @ (July 2009 - July 2010)
- Client Service Advisor @ (February 2008 - July 2009)
- Sales @ (January 2006 - January 2008)
- Sales @ (January 2006 - January 2008)
- Senior @ (January 2003 - January 2006)
Nathan Wegman Education
- College for Financial Planning
CFP® (Finance and Financial Management Services)
2017-2019 - College for Financial Planning
CRPC® (Finance and Financial Management Services)
2014-2015 - SUNY Brockport
Bachelor (Finance)
2003-2006
Nathan Wegman Summary
- Nathan Wegman, based in Rochester, NY, US, is currently a Private Wealth Advisor, Founder at Endeavor Wealth Advisory Group. Nathan Wegman brings experience from previous roles at Ameriprise Financial Services, Inc. and Paychex. Nathan Wegman holds a 2017 - 2019 CFP® in Finance and Financial Management Services @ College for Financial Planning. Nathan Wegman has 1 emails and 1 mobile phone numbers on RocketReach.
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