Years of Experience
5-20+ Years
Portage, MI
0 Disclosures
ADVISOR BIO
Madeline Bradley is a financial advisor associated with Mercer Global Advisors Inc. Madeline has been in the industry for over a decade and holds the Series 65 license. She is a registered Investment Advisor Representative in Michigan and has a specialization in providing financial advice to individuals, businesses, corporations, and other entities. Madeline's work focuses on financial planning, portfolio management for businesses and individuals, educational seminars, pension consulting, and more.
SPECIALIZATIONS
PORTAGE, MI
18 Years Experience
1 Disclosures
ADVISOR BIO
Mai Elkantar is a financial professional with over 17 years of experience in the financial services industry. Mai is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in Michigan and Texas. Mai has previously worked at Morgan Stanley, Neuberger Berman LLC, RBC Capital Markets, LLC, UBS Financial Services Inc., J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Mai holds the Series 7, Series 63, and Series 66 licenses and has experience in various financial services areas, including portfolio management, investment consulting, and financial planning.
SPECIALIZATIONS
PORTAGE, MI
18 Years Experience
0 Disclosures
ADVISOR BIO
Marc Vander beek is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Marc has been in the financial services industry since 2007 and has been registered with the firm since 2017. Marc specializes in providing investment advisory services to individuals, businesses, and retirement plans. Marc's experience and expertise allow him to provide a comprehensive range of financial planning and investment management services.
SPECIALIZATIONS
PORTAGE, MI
32 Years Experience
1 Disclosures
ADVISOR BIO
Mark Yatros is a financial advisor registered with Commonwealth Financial Network. Mark has been in the financial services industry for over 30 years. Mark's professional experience includes roles at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Mark is also a Certified Financial Planner. Mark is registered as an investment advisor in multiple states. Mark's current firm, Commonwealth Financial Network, is a registered investment advisor with over $177 billion in assets under management. Commonwealth Financial Network provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
SPECIALIZATIONS
PORTAGE, MI
11 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Semelbauer is a financial advisor at Edward Jones. Matthew has been in the industry since June 2014. Matthew is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority, as well as in several states, including Texas, Michigan, and Florida. Matthew can provide financial advice and portfolio management for both businesses and individuals. The firm focuses on investments, financial planning, and portfolio management.
SPECIALIZATIONS
PORTAGE, MI
15 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Jarrell is a financial advisor at LPL Financial LLC. Matthew has been in the financial industry since 2010. Matthew is licensed to sell securities in Colorado, Florida, Idaho, Indiana, Kansas, Michigan, New York, Ohio, Pennsylvania, and Washington. Matthew has passed the Series 6, 7, 63, and 65 exams. Matthew also holds the Securities Industry Essentials (SIE) exam. Matthew has several years of experience as a financial advisor, providing a variety of services to clients. These services include financial planning, portfolio management, and investment advice. Matthew is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
PORTAGE, MI
1 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Gentry is a financial advisor with J.p. Morgan Securities LLC. Matthew has been in the industry since 2023 and is registered with the state of Michigan. Matthew holds Series 63, Series 6TO, and SIE licenses and specializes in various financial products and services, including securities, variable contracts, and investment company products.
SPECIALIZATIONS
Portage, MI
4 Years Experience
0 Disclosures
ADVISOR BIO
Michael Tangalakis is a financial advisor associated with Raymond James & Associates, Inc. Michael has been in the securities industry for over 5 years. Michael holds a Series 66 license and passed the SIE and Series 7TO exams. Michael is registered in 33 states and has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Portage, MI
5 Years Experience
0 Disclosures
ADVISOR BIO
Michael Toner is a financial advisor at Edward Jones, a firm with over 22,000 registered representatives and over 824 billion dollars in assets under management. Michael has been in the industry since 2019. Michael has worked for Edward Jones since 2019 and previously worked for The Kellogg Company and was self-employed. Michael offers financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is registered in 11 states.
SPECIALIZATIONS
PORTAGE, MI
33 Years Experience
1 Disclosures
ADVISOR BIO
Michael Walters is a financial advisor at LPL Financial LLC, with over 30 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 24, Series 63, and Series 65 licenses. Michael has held previous positions at First Allied Securities, Inc. and National Planning Corporation.
SPECIALIZATIONS