Invested Better
Selection of Other Advisors Advisors in Novi, Michigan
155 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Novi, MI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Frantz is a financial advisor in Novi, Michigan. Melissa has been in the financial services industry since February 2004. Melissa is registered with Ameriprise Financial Services, LLC and holds Series 7 and 66 securities licenses. Melissa has been employed with Ameriprise Financial Services, Inc. since 2005, and with Ameriprise Financial Services, LLC since 2020. Prior to that, Melissa was employed by IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Melissa has a state exam in Uniform Combined State Law Examination and has a product exam in Securities Industry Essentials Examination. Melissa specializes in Retirement, College Savings, Estate Planning, Mutual Funds, Annuities, Insurance, and Long Term Care.

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

NOVI, MI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dagher is a financial advisor with LPL Financial LLC. Michael has been in the industry since 1990 and has experience with both individual and corporate clients. Michael holds licenses in multiple states and has experience with a variety of financial products and services, including mutual funds, stocks, bonds, and insurance products. In addition to his work with LPL Financial LLC, Michael has also worked with American Express Financial Advisors Inc. and IDS Life Insurance Company. Michael's experience and expertise make him a valuable resource for clients seeking financial advice.

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 | CFP ® (Certifications)

location

Novi, MI

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Kenneth Klassa is a financial advisor at Ameriprise Financial Services, LLC. Michael has been a financial advisor for 29 years, working in the industry since April 1994. Michael is a CERTIFIED FINANCIAL PLANNER™. Michael has been registered as a financial advisor in 32 states and is currently registered as a financial advisor in Texas and Michigan. Michael works with clients in Novi, MI.

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

Fidelity Personal AND Workplace Advisors

location

NOVI, MI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ralston is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been in the financial industry since 2020. Michael offers financial planning, educational seminars and the selection of other advisors for individuals and businesses. Michael is registered with the state of Michigan as a broker and an investment advisor representative. Michael is also registered in Texas as a broker.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFC ® (Certifications)

location

Novi, MI

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Hycki is a financial advisor with over 29 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and has previously held positions at Cambridge Investment Research, Inc., Commonwealth Financial Network, Sky Investments, Inc., Securities America, Inc., Linsco/Private Ledger Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael has a Series 7, Series 63 and SIE license and holds the Chartered Financial Consultant designation.

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

NOVI, MI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hudzik is a financial advisor with over 20 years of experience. Michael is currently registered with Raymond James & Associates, Inc. in Novi, Michigan. Michael has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael has also been affiliated with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, SUNAMERICA SECURITIES, INC., ABN AMRO FINANCIAL SERVICES, INC., and DEAN WITTER REYNOLDS INC.

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

Raymond James & Associates, Inc.

location

NOVI, MI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Conti is a financial advisor with Raymond James & Associates, Inc. Michael has been in the industry since December 11, 2012. Michael is licensed to provide financial advice in 38 states and is an Investment Advisor Representative (IAR) in Michigan and Texas. Michael has experience with Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in retirement planning, college savings, insurance planning, and estate planning.

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

J.p. Morgan Securities LLC

location

NOVI, MI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Treppa is a registered representative with J.p. Morgan Securities LLC. Michael's career in the financial services industry began on May 13, 2012. Michael has passed the Securities Industry Essentials (SIE) exam and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Michael also passed the Uniform Securities Agent State Law Examination (Series 63) and is registered in Michigan. Michael previously worked at CHASE INVESTMENT SERVICES CORP. Michael's current office location is 43100 GRAND RIVER AVE in NOVI, MI.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

NOVI, MI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Michael Delap is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1992 and has a broad range of experience working with individuals and institutions. Michael has a Series 7, Series 63, Series 9, Series 10, Series 65, and SIE licenses. Michael is also registered with the state of Michigan as an investment advisor representative.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NOVI, MI

experience

1 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Milan Anwar Gappy is a financial professional with a Series 63, Series 66, Series 6TO and SIE license. Milan is currently registered with J.P. Morgan Securities LLC in Novi, MI. Milan has been in the financial services industry for 180 days. Milan specializes in several areas, including fixed income, mutual funds, options, variable annuities, and retirement planning.

SPECIALIZATIONS

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

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