Unclaimed
Bobbie Plattenberg is a registered representative with USA Financial Securities LLC. Bobbie has been in the industry for over 7 years. Bobbie is registered in Michigan and has passed the Uniform Combined State Law Examination. Bobbie is a registered representative and has been with USA Financial Securities LLC since September 18, 2024. Bobbie specializes in retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/18/2024 - Present
USA Financial Securities LLC (ADA MI)
Active
Inactive
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