Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Joseph Smith is a financial advisor at Plante Moran Financial Advisors in Southfield, Michigan. Alex is a Certified Financial Planner and a Chartered Financial Analyst. Alex has been in the financial services industry since 2015 and has experience working with high-net-worth individuals, families, corporations and charitable organizations. Alex provides a range of financial planning services, including investment management, retirement planning, and estate planning. Alex's primary focus is on building long-term relationships with clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
03/12/2018 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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