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

Fidelity Personal AND Workplace Advisors

location

NOVI, MI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Anthony Tonna is a financial advisor who has been in the industry for over 6 years. Aaron is currently registered with Fidelity Personal And Workplace Advisors in Novi, Michigan. Aaron has experience with various investment strategies and is dedicated to providing personalized financial advice. He has Series 6, 7, and 66 licenses. Previously, Aaron worked with Vanguard Marketing Corporation in Charlotte, North Carolina. Aaron holds a combined total of 3 product and 2 state exams and currently has active registrations in 30 states.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

NOVI, MI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Huisinga is a financial advisor currently registered with Raymond James & Associates, Inc. in Novi, MI. Abigail has been in the financial services industry since 2022. Abigail has obtained their Series 63, 6TO and SIE licenses. Abigail is a registered representative in Michigan. Prior to joining Raymond James & Associates, Inc., Abigail was affiliated with J.P. Morgan Securities LLC in Walled Lake, MI.

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 | CFP ® (Certifications)

location

Novi, MI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Abraham Robertson is a financial advisor with Ameriprise Financial Services, LLC. Abraham has been in the financial services industry since 2010. Abraham is registered with FINRA, the state of Texas and Michigan, and holds the Series 7 and 63 licenses as well as the SIE exam. Abraham also holds the Certified Financial Planner designation. In addition to working with Ameriprise Financial Services, LLC, Abraham also owns A2 Business LLC. Abraham's clients include high net worth individuals, corporations, individuals, trusts/estates, insurance companies, charitable organizations and pension and profit-sharing plans.

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

NOVI, MI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Adam Clifford Whitfield is an investment advisor representative currently associated with Edward Jones. Adam joined the financial services industry on January 11, 2019. Adam holds the Series 66, Series 7, and SIE licenses. Adam is registered to provide securities and investment advisory services in 24 states. Adam has a background in the financial services industry working for Quicken Loans in Detroit, Michigan.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

NOVI, MI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Estefania Soto is a financial advisor with Raymond James & Associates, Inc. Adriana has been in the industry since 2017 and is registered with the states of Michigan and California. Adriana has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Adriana holds FINRA Series 7, 66, and SIE licenses.

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

Fidelity Personal AND Workplace Advisors

location

NOVI, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Acs is a financial advisor registered with Fidelity Personal And Workplace Advisors. Alexander is licensed in 37 states and holds Series 7, 66, and SIE licenses. Alexander has 6 years of experience in the industry and specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

NOVI, MI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alicia Crafts is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Alicia has been in the industry for over 6 years. Alicia is licensed in MI and TX, and registered in 30 states. Alicia specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Alicia has a Series 7TO, Series 66 and SIE license.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Novi, MI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Alicia Botti is a financial advisor with over 20 years of experience in the financial services industry. Alicia is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in multiple states. She is also a licensed insurance agent. Alicia has a broad range of experience in providing financial advice to individuals, families, and businesses. Her areas of expertise include investment management, retirement planning, and estate planning. Alicia is committed to helping her clients 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

location

NOVI, MI

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amy Smith is a financial advisor at Ameriprise Financial Services, LLC. Amy has been in the financial services industry since 1997 and holds Series 7 and 63 securities licenses as well as Series 65 investment advisor representative licenses. Amy is registered to provide investment advisory services in Michigan and Texas. Amy is also a member of the Finance Committee at Smith, a company based in Novi, 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
location

NOVI, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Hale Slankster is a financial advisor with over 20 years of experience in the industry. Andrew Hale Slankster is currently registered with LPL Financial LLC and Mariner Independent Advisor Network LLC. Andrew Hale Slankster specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Andrew Hale Slankster is also a licensed real estate rental property manager. Andrew Hale Slankster's expertise lies in providing comprehensive financial planning, portfolio management, and consulting services. Andrew Hale Slankster's primary goal is to help clients achieve their financial goals through personalized strategies.

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

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