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Portfolio Management for Businesses Advisors in Ann Arbor, Michigan
745 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ANN ARBOR, MI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Durocher is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 2014. He holds the Series 7 and 66 licenses, and is registered in 27 states. Thomas's area of expertise is in financial planning, investment consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

ANN ARBOR, MI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Wendall Taylor has been in the financial industry since July 26, 1989 and is currently registered as a Registered Representative (RA) with SPC. Thomas has passed the Series 6, Series 7, Series 63 and Series 66 exams. Thomas is a registered representative with SPC in MI and a resident representative in TX. SPC is a broker-dealer based in Ann Arbor, MI and has been in business since 1992. SPC manages over $5 billion in assets. SPC provides a range of financial services, including financial planning, portfolio management, educational seminars, and pension consulting. In addition to Thomas's work with SPC, Thomas is the owner of The Taylor Agency of Southern MI Inc. The Taylor Agency is a fixed insurance company that sells insurance through various insurance companies. Thomas also offers tax preparation and e-filing services to members of The Taylor Agency.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed

Transamerica Financial Advisors, Inc.

location

ANN ARBOR, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thuy Koh is an experienced financial advisor with over 20 years of experience in the financial services industry. Thuy has a proven track record of providing sound financial advice to individuals and families. Thuy is currently registered with Transamerica Financial Advisors, Inc. and is licensed to provide financial services in California, Georgia, and Michigan.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

ANN ARBOR, MI

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Charles Parros has been in the financial industry since 1993. Timothy is currently registered as an investment advisor representative with Osaic Wealth, Inc. in Michigan and Texas. Timothy has held previous roles at Woodbury Financial Services, Inc., Sigma Financial Corporation, LINSCO/Private Ledger Corp., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Ann Arbor, MI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Majewski is a financial advisor registered with Morgan Stanley, a large firm based in Purchase, NY. Timothy holds the Series 7 and 66 securities licenses, as well as the SIE exam, demonstrating a commitment to professional development and regulatory compliance. Timothy is active in both Broker-Dealer (BC) and Investment Advisor (IA) roles, with a wealth of experience and a deep understanding of the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

THE Huntington Investment Co.

location

Ann Arbor, MI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Grobosky is a financial advisor at The Huntington Investment Co. in Ann Arbor, Michigan. Timothy has been in the financial services industry since 2021 and holds the Series 7, 66, and SIE securities licenses. Timothy is registered with the state of Michigan to provide investment advisory services and is committed to providing personalized financial advice to individuals and families.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ANN ARBOR, MI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Green is a financial advisor who has been in the industry since November 2016. Timothy is currently registered with Fidelity Personal And Workplace Advisors. Timothy holds a Series 7 and Series 66 license. He is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

ANN ARBOR, MI

0 Disclosures

ADVISOR BIO

Timothy Ayer is a registered Investment Advisor Representative with SPC. Timothy has been in the industry since June 2001 and holds the Series 65 license. Timothy is registered in California, Michigan, and Ohio. Timothy's firm, SPC, provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed
location

ANN ARBOR, MI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Caso is a financial professional with over 20 years of experience in the industry. Timothy has a broad range of experience having worked with firms such as Equity Services, Inc. and MML Investors Services, LLC. Timothy has a Series 6, 7, 63, and 65 license and has worked in several states including Pennsylvania, New Jersey, and Michigan. Currently, Timothy works for SPC in the Ann Arbor, MI branch office.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES
Unclaimed
location

ANN ARBOR, MI

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Timothy McCormack is a financial advisor currently registered with SPC. Timothy has been in the financial services industry since 2001. Timothy has been associated with several firms throughout their career, including Adirondack Trading Group LLC, Regulus Advisors, LLC, American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., Great American Advisors, Inc., Brecek & Young Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and PFS Investments Inc. Timothy holds Series 6, 7, 63, and 66 securities licenses and the SIE. Timothy is also a registered Investment Advisor Representative in Michigan.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTATION SERVICES

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