Invested Better
Selection of Other Advisors Advisors in Farmington Hills, Michigan
398 Results
Unclaimed

UBS Financial Services Inc. | CFP ® (Certifications)

location

FARMINGTON HILLS, MI

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Diana Marie Freeburg is a financial advisor currently registered with UBS Financial Services Inc., based in Farmington Hills, MI. Diana has been working in the industry since December 21, 1993. Previously, Diana has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Comerica Securities, and Fimco Securities Group, Inc. Diana has a wide range of experience and expertise in the financial services industry. Diana's specializations include providing financial advice to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FARMINGTON HILLS, MI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Diane Roegner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Diane has been in the industry since 1992. Diane provides a variety of financial services including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

Farmington Hills, MI

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Dianne C George is a financial advisor currently registered with Morgan Stanley. Dianne has been working in the financial services industry since 1985. Dianne is licensed in 47 states and holds Series 3, 5, 7, 8, 15, 63, and 65 licenses. Prior to joining Morgan Stanley, Dianne worked at Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Dianne specializes in providing a wide range of financial services including portfolio management for businesses, individuals, and investment companies, financial planning, and asset allocation advice.

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
location

FARMINGTON HILLS, MI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Dmitry Arshansky is a financial advisor with LPL Financial LLC. Dmitry holds Series 3, 7, 30, 66 and SIE licenses and has been in the industry since June 2004. Dmitry has experience at UBS Financial Services Inc. and LPL Financial LLC. Dmitry is licensed in Florida, Georgia, Michigan, New Hampshire, Ohio, Tennessee and Texas and has experience with other investment advisers, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, high-net-worth individuals, insurance companies, charitable organizations, and investment clubs.

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

FARMINGTON HILLS, MI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Nieto is a financial advisor at UBS Financial Services Inc. Dominic has been in the financial services industry since 1988. Dominic has a Series 3, Series 7, and Series 63 license, as well as a SIE certification. Dominic is also a Certified Financial Planner. Dominic has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

FARMINGTON HILLS, MI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Donald Smeznik is a financial advisor who has been in the industry since December 2018. Donald is currently registered with Ameriprise Financial Services, LLC. Donald holds Series 66, 7TO and SIE licenses and is registered in 33 states. Donald has experience working with a variety of clients, including high-net-worth individuals, corporations, trusts, estates, pension plans, and charitable organizations. Donald's experience includes working with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Donald is also involved with outside employment with Furlotte Consulting Group LLC.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FARMINGTON HILLS, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Donald Nurkala is a financial advisor in Farmington Hills, MI. Donald has been in the financial industry since August 9, 2000. Donald is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been registered with the firm since June 2000. Donald is also registered with the state of Michigan, where Donald has been registered since September 7, 2000. Donald is a Series 7 and Series 66 licensed advisor.

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

Raymond James & Associates, Inc.

location

FARMINGTON HILLS, MI

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Donald Nadeau is a financial advisor with Raymond James & Associates, Inc. Donald has been in the financial services industry since 1983 and has held licenses in both brokerage and investment advisory. Donald has experience working with a variety of clients, including individuals, businesses, and institutions. Donald holds both Series 7 and Series 63 securities licenses and the Series 65 investment advisor representative license, and also has a General Securities Principal license (Series 24). In addition to being a financial advisor, Donald is also a business owner. Donald is dedicated to providing clients with comprehensive financial advice and planning 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FARMINGTON HILLS, MI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Donna Bobak is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages over $1 trillion in client assets. Donna is a highly experienced financial professional with a strong track record of success in the industry. Donna has specialized in providing financial advice and investment services to both individuals and businesses. She has a deep understanding of the financial markets and a commitment to providing her clients with personalized service. Donna holds the Series 7, Series 9, Series 10, Series 31, Series 66, and Series 99TO licenses, in addition to state registrations. Donna is able to offer clients a range of investment products and services, including portfolio management, financial planning, and investment research. Donna is committed to helping her clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FARMINGTON HILLS, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Donovan Conrad Steudle is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Donovan has been in the industry for over a year and has a strong understanding of the financial markets. Donovan is a licensed representative in several states including Michigan, Texas and others, and has a diverse range of experience working with clients. Donovan is committed to helping clients achieve their financial goals.

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

Need help matching

with the right advisor?