Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Kristine Griffin is a financial advisor with Plante Moran Financial Advisors. Mallory has been in the industry since January 2014 and is registered to provide investment advice in Michigan. She has passed the Series 65 Uniform Investment Adviser Law Examination and has a Certified Financial Planner designation. Mallory specializes in working with individuals and businesses to provide financial planning and portfolio management services.
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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DC
11/26/2024 - Present
Plante Moran Financial Advisors (Washington DC)
IA
Issued 04/17/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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