Unclaimed
Caitlyn Gimler is a financial advisor at Plante Moran Financial Advisors, a firm headquartered in Southfield, MI. Caitlyn specializes in financial planning, portfolio management for businesses and individuals. Caitlyn has been a registered Investment Advisor Representative in Michigan since 2021. Caitlyn has a background in finance and has worked in the financial services industry since 2018. Caitlyn is also a Certified Financial Planner.
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
07/08/2021 - Present
Plante Moran Financial Advisors (Grand Rapids MI)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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