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

LPL Financial LLC

location

FARMINGTON HILLS, MI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Olivia Denha Arnold is a financial advisor registered with LPL Financial LLC. Olivia has been in the financial services industry since 2004. Olivia's primary office is located at 31731 Northwestern Highway, Suite 261W in Farmington Hills, Michigan. Olivia Denha Arnold has a Series 7, Series 24, and Series 63 license and holds the SIE designation.

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

LPL Enterprise, LLC

location

FARMINGTON HILLS, MI

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Oscar Neal Ford is a financial advisor with LPL Enterprise, LLC, based in FARMINGTON HILLS, MI. Oscar has been in the industry since November 7, 2019. Oscar specializes in providing financial planning, consulting and other non-discretionary advisory services, and portfolio management services for businesses and individuals. Oscar is registered to offer investment advice in Michigan.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Farmington Hills, MI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Owen Prendergast is a financial advisor at J.P. Morgan Securities LLC. Owen has been in the industry since 2020 and is registered in 53 states and the District of Columbia. Owen is licensed to provide investment advice and securities brokerage services. Owen has experience working with a wide range of clients, including individuals, businesses, and institutions. The advisor specializes in helping clients reach their financial goals through a variety of strategies.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FARMINGTON HILLS, MI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Keller is a financial advisor affiliated with Wells Fargo Clearing Services, LLC. Patricia has been in the financial industry for over 10 years and holds the Series 7TO, SIE, and Series 66 licenses. Patricia is registered to offer securities advice in 22 states. She is also registered as an investment advisor representative in Michigan. Patricia provides financial planning and portfolio management services to individuals, businesses, and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FARMINGTON HILLS, MI

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Patrick McKendry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Farmington Hills, MI. Patrick has been in the financial industry since 1984. Patrick is registered to provide investment advice in 32 states. Patrick is also licensed to sell securities in Michigan, Ohio, and Texas.

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

14 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Duerr is a financial advisor with over 12 years of experience in the financial services industry. Patrick is currently registered with Raymond James & Associates, Inc. and is licensed in multiple states, including Michigan, California, Colorado, Florida, Missouri, New York, Ohio, Virginia, and Washington. Patrick's previous experience includes working with Wells Fargo Advisors, LLC. Patrick is committed to providing clients with comprehensive financial planning and investment management 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

Ameriprise Financial Services, LLC

location

FARMINGTON HILLS, MI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Paul Henry Hull is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial services industry since 1995 and holds Series 7, Series 52, Series 63, and Series 65 licenses. Paul is registered with the state of Michigan and Texas as an investment advisor representative. Paul has been providing financial advice to individuals, families, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations for over two decades. Paul's practice is focused on providing personalized financial advice and helping clients achieve their financial goals. Paul's previous experience includes working with Ameriprise Advisor Services, Inc. in Livonia, Michigan.

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

Raymond James & Associates, Inc.

location

FARMINGTON HILLS, MI

experience

55 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Paul Agree Hack is a financial advisor with Raymond James & Associates, Inc. Paul Hack has been in the industry for over 50 years and is licensed in several states. Paul Hack specializes in a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Paul Hack has over $1 billion in assets under management, with a focus on individual and business clients. Paul Hack's previous employment experience includes Roney & Co. and Roney & Co. L.L.C., both of which were located in Detroit, Michigan.

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

FARMINGTON HILLS, MI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Paul Deroche is a financial advisor with UBS Financial Services Inc., Paul has been in the industry since 1992 and holds Series 7, 63, and 66 licenses as well as a Certified Financial Planner designation. Paul also works as an adjunct professor at Oakland Community College, is a partner in Richfield Farms LLC and Richfield Properties LLC and a ski instructor for Skiing Unlimited and Boyne Resorts. Paul currently has over 28 approved state registrations.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Peter L Nielsen is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 2008 and is licensed in multiple states including Michigan, Ohio, and Texas. Peter holds Series 7 and Series 66 licenses and has extensive experience in portfolio management for both individuals and businesses.

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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