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Portfolio Management for Businesses Advisors in Auburn Hills, Michigan
157 Results
Unclaimed

LPL Financial LLC

location

AUBURN HILLS, MI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Pawlak is a financial advisor registered with LPL Financial LLC. Aaron has been in the financial services industry since March 11, 2009. Aaron has held licenses with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities Inc. Aaron currently works in the Farmington Hills, MI office of LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Plante Moran Financial Advisors | CFP ® (Certifications)

location

Auburn Hills, MI

0 Disclosures

ADVISOR BIO

Adam Brenders is a financial advisor with Plante Moran Financial Advisors. Adam is a Certified Financial Planner™ and has been in the industry since 2017. Adam is registered with the state of Michigan as an Investment Advisor Representative. Adam specializes in providing financial planning, portfolio management for individuals and businesses. Adam has worked at Plante Moran Financial Advisors since 2021. Prior to that, Adam worked at Plante Moran.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

AUBURN HILLS, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alec Steven Wycoff is a financial advisor with LPL Financial LLC, a firm with over 168,915 clients. Alec is registered in Michigan and has been in the industry for over 5 years. Alec Steven Wycoff is a Certified Financial Planner. Alec has earned the Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

AUBURN HILLS, MI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Bell is a financial advisor registered with Raymond James & Associates, Inc. Amanda has over 15 years of experience in the financial services industry. Previously, Amanda was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY & CO., INCORPORATED. Amanda's registrations include Series 7, Series 66 and SIE. Amanda specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

THE Huntington Investment Co.

location

Auburn Hills, MI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Amy Salvati is a registered representative with The Huntington Investment Co. with a strong focus on securities, investment company products and variable contracts. Amy has been in the industry since 2015 and has a Series 7, Series 6 and Series 63 license. Amy holds a strong record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

AUBURN HILLS, MI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Grabinski is a financial advisor with Raymond James & Associates, Inc. based in Auburn Hills, Michigan. Andrew has been in the industry since 2005 and is registered to provide investment advice in 25 states. Andrew is also a registered representative with FINRA and is licensed to offer a range of financial products and services, including securities and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Osaic Wealth, Inc.

location

AUBURN HILLS, MI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bastian is a financial advisor registered with the state of Michigan and the firm Osaic Wealth, Inc. Andrew has been in the financial industry since March 2007, providing financial services to a wide range of clients, including individuals, businesses, high net worth individuals, pension plans, and charitable organizations. Andrew is a registered representative and investment advisor representative, holding Series 6, 63, and 65 licenses. Andrew has extensive experience in financial planning, investment management, and tax preparation. Andrew is also a licensed real estate agent.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

AUBURN HILLS, MI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Arturo Bonanni is a financial advisor with Osaic Wealth, Inc. located in AUBURN HILLS, MI. Anthony has been in the industry since November 29, 2018. Anthony has passed the Series 66, Series 7, and SIE exams and holds a CFP designation. Anthony has been registered with the state of Michigan since January 19, 2024.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

AUBURN HILLS, MI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Moyle is a registered representative with Valic Financial Advisors, Inc. Anthony is licensed in Michigan and holds the Series 7, Series 66 and SIE licenses. Anthony has experience in the financial services industry and is committed to providing personalized financial advice to clients. Anthony specializes in providing financial planning, investment advice, and retirement planning services. Anthony is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUBURN HILLS, MI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Benvenuti is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the financial services industry since December 2007. Anthony has passed the Series 7, Series 9, Series 10, Series 31, Series 63, Series 66, and SIE exams. Anthony is licensed to conduct business in 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. Anthony has previously worked at Hantz Financial Services, Inc. and Bank of America, NA.

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

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