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Portfolio Management for Businesses Advisors in Grosse Pointe Woods, Michigan
28 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Grosse Pointe Woods, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Angela Zelensky is a financial advisor with Ameriprise Financial Services, LLC. Angela has been working in the financial industry since August 22, 2000, and is registered with the state of Michigan. Angela has a Series 7, 63 and 65 licenses, as well as the SIE exam. Angela is a registered investment advisor and is registered in 26 states. Angela's previous employer was Comerica Securities.

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
location

GROSSE POINTE WOODS, MI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Anthony D'angelo is a financial advisor at Edward Jones. Anthony has over 9 years of experience in the financial services industry. Anthony is a registered representative in Michigan and Texas and is licensed to sell securities in 13 states. Anthony also holds Series 6, 7, 63, and 66 licenses.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

GROSSE POINTE WOODS, MI

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Charles Gabel is a registered representative with Equitable Advisors, LLC. Charles is a veteran advisor in the financial services industry, having worked in the business since 1981. Charles has experience in the investment and insurance fields, specializing in financial planning, pension consulting, and portfolio management. He is dedicated to providing personalized guidance to clients to help them 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
Unclaimed

Ameriprise Financial Services, LLC

location

Grosse Pointe Woods, MI

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher James Cueter has been in the financial services industry since 1986. Christopher Cueter is currently registered with Ameriprise Financial Services, LLC, a firm with headquarters in Minneapolis, Minnesota. Christopher Cueter has previously been registered with Comerica Securities, FIMCO Securities Group, Inc., Prudential Securities Incorporated and Thomson McKinnon Securities Inc. Christopher Cueter is licensed in 24 states. Christopher Cueter is an active Investment Advisor Representative in Michigan. Christopher Cueter has specialized in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.

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

LPL Financial LLC

location

GROSSE POINTE WOODS, MI

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Craig Lenhard is an investment advisor representative with LPL Financial LLC. Craig has been in the financial services industry since August 1990. Craig is licensed to offer investment advisory services in Michigan and Texas. He is also a registered representative of LPL Financial LLC. Craig holds Series 6, 63, and 65 licenses. Craig has been with LPL Financial LLC since April 1997. He offers a variety of services to his clients, including financial planning, investment management, and retirement planning. Previously Craig was registered with EQ Financial Consultants, INC. and The Equitable Life Assurance Society of the United States.

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

Ameriprise Financial Services, LLC

location

Grosse Pointe Woods, MI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Denise Calisi is a financial advisor with Ameriprise Financial Services, LLC. Denise has been in the financial services industry since 1996. Denise is registered with FINRA and the state of Michigan. Denise holds the Series 6, Series 7, Series 63 and SIE licenses. Denise specializes in providing financial planning, asset allocation services and portfolio management for businesses and individuals. Denise can also help with pension consulting and educational seminars. Denise previously worked at COMERICA SECURITIES and TITAN/VALUE EQUITIES GROUP, INC.

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

Ameriprise Financial Services, LLC

location

Grosse Pointe Woods, MI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Donald Accardo has been a financial advisor in the industry since April 13, 1990. He has over 30 years of experience in financial services and is currently registered as a broker and an investment advisor with Ameriprise Financial Services, LLC. Donald Accardo is licensed in Arizona, California, Florida, Massachusetts, Michigan and Texas. His previous experience includes roles at Comerica Securities, R.J. Mobley Securities and Advisory Company, and Olde Discount Corporation. Donald Accardo has earned the Series 4, 7, 24, 63, 65, SIE and 99TO licenses. Donald Accardo specializes in offering a variety of investment-related services to individuals, families, trusts, estates, charitable organizations, corporations, and pension plans. Donald Accardo is dedicated to providing his clients with personalized financial advice and solutions to help them 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

Grosse Pointe Woods, MI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Eric Roger Fox is a financial advisor with Ameriprise Financial Services, LLC, with over 19 years of experience in the financial services industry. Eric is registered with the state of Michigan as a Registered Representative and Investment Advisor Representative. He is also registered with the state of Texas as a Registered Representative. Eric has earned the Certified Financial Plannerâ„¢ and Chartered Financial Consultant designations. He specializes in investment management, financial planning, and retirement planning. Eric has experience working with a wide range of clients, including individuals, families, businesses, and trusts.

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

Ameriprise Financial Services, LLC

location

Grosse Pointe Woods, MI

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Fernando Quattrociocchi is a financial advisor with Ameriprise Financial Services, LLC. Fernando has been in the financial industry since 1997. Fernando provides investment advisory services to individuals, businesses, trusts, estates, charitable organizations, insurance companies and pension and profit-sharing plans. Fernando holds Series 7, Series 31, and Series 66 securities licenses, as well as a Series 63 license. Fernando is registered with the state of Michigan and Texas.

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

Wells Fargo Clearing Services, LLC

location

GROSSE POINTE WOODS, MI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

James Rinella is an investment advisor representative at Wells Fargo Clearing Services, LLC. James has been in the financial services industry since 1988. James holds Series 3, 7, 63 and 65 licenses. James works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. James specializes in financial planning, portfolio management, and investment consulting services.

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

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