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

MKD Wealth | CFP ® (Certifications)

location

AUBURN HILLS, MI

0 Disclosures

ADVISOR BIO

Nathan Mark Bohannon is a financial advisor with MKD Wealth. Nathan holds Series 6, 7, and 66 securities licenses and has been in the financial industry since 2009. Nathan's primary focus is providing financial planning and investment management services to individuals and families. Nathan also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Valic Financial Advisors, Inc.

location

AUBURN HILLS, MI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Shane has been a registered investment advisor since 2007. He has experience working with a variety of clients, including high-net-worth individuals and corporations. Nicholas is currently registered with Valic Financial Advisors, Inc. and is based in Auburn Hills, Michigan. He also holds a Series 3, Series 7, and Series 66 license. Nicholas's experience at other firms includes Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Nicholas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He has also worked for AGIA, providing non-securities insurance products.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Fioroni is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has been in the securities industry since April 11, 2013 and has passed the Series 7, Series 66 and SIE exams. Nicholas specializes in working with individual investors and businesses. Nicholas holds registrations in 28 states and is currently registered with the firm in Auburn Hills, Michigan.

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

Centaurus Financial, Inc.

location

AUBURN HILLS, MI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Niki Marie Sturm is a financial advisor at Centaurus Financial, Inc. based in AUBURN HILLS, MI. Niki has been in the financial industry since 2002. Niki holds Series 6, 7, and 63 licenses. Niki's focus is on providing financial planning and investment advice to individuals and businesses. Niki specializes in helping clients with their investment portfolios. Niki's expertise includes working with clients of all ages and backgrounds, and she is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUBURN HILLS, MI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nikola Savich is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nikola Savich has been in the industry since January 2020, and has a Series 7, Series 66 and Series 31 license. Nikola Savich specializes in Providing Financial and Investment Advice, Investment Advisory Services and Brokerage Services. Nikola Savich is registered with the following regulatory organizations: FINRA, MSRB and the state of Michigan.

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

Valic Financial Advisors, Inc.

location

AUBURN HILLS, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Noah M Krull is a financial advisor registered with Valic Financial Advisors, Inc. Noah has been in the financial industry since 2023. Noah holds Series 66 and Series 7TO securities licenses. Noah M Krull is registered with the following states: Illinois, Indiana, Michigan, Ohio, and Wisconsin. Noah is active in both the Broker-Dealer and Investment Advisor channels. Noah M Krull specializes in Fixed Annuities, Variable Annuities, and Mutual Funds. In addition to being a financial advisor, Noah is an agent for AGIA selling non-securities insurance products.

SPECIALIZATIONS

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

Pruco Securities, LLC

location

Auburn Hills, MI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Norbert Charles Martz is an investment advisor representative with Pruco Securities, LLC, a broker-dealer firm based in Newark, New Jersey. Norbert has been working in the financial industry since 2014, specializing in providing investment advice for individuals, businesses, and trusts and estates. Norbert is licensed to sell securities in Arizona, California, Idaho, Iowa, Michigan, and Ohio. Norbert holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) designation. He is also registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

AUBURN HILLS, MI

0 Disclosures

ADVISOR BIO

Owen G. Crabtree is an investment advisor representative at TFG Advisors. Owen G. Crabtree has been in the industry since 2014. Owen G. Crabtree is registered with the state of Michigan. Owen G. Crabtree is affiliated with TFG Advisors. The firm's main office is located in Auburn Hills, Michigan.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
FINANCIAL LIFE PLANNING
Unclaimed

Raymond James & Associates, Inc.

location

AUBURN HILLS, MI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Patrice Sinclair has been working in the financial industry since 1990. Patrice holds licenses in 24 states, including Michigan, California, and Florida. Patrice currently works at Raymond James & Associates, Inc. and has held previous positions at CITIGROUP GLOBAL MARKETS INC. and KIDDER, PEABODY & CO. INCORPORATED. Patrice specializes in providing portfolio management for individuals and businesses, as well as financial planning and pension consulting.

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

Valic Financial Advisors, Inc.

location

AUBURN HILLS, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Ylitalo is a financial advisor registered with Valic Financial Advisors, Inc. Patrick is currently registered with the state of Illinois, Michigan and Wisconsin as both a Registered Representative and Investment Advisor Representative. Patrick specializes in providing Financial Planning, Selection of Other Advisers, Portfolio Management for Individuals, and other advisory services. Patrick has experience in various industries, including automotive and insurance. Patrick is currently licensed to sell Non-Securities Insurance products through AGIA.

SPECIALIZATIONS

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

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