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Selection of Other Advisors Advisors in Sterling Heights, Michigan
88 Results
Unclaimed
location

STERLING HEIGHTS, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Bennett is a financial advisor with LPL Financial LLC in Sterling Heights, Michigan. Alexander has been in the industry since August 2023 and is registered with FINRA and the state of Michigan. Alexander holds a Series 63, Series 6TO and SIE licenses. Alexander previously worked at OSAIC INSTITUTIONS, INC.

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

Edelman Financial Engines

location

Sterling Heights, MI

disclosure

1 Disclosures

ADVISOR BIO

Alvin Crosby is an investment advisor representative with Edelman Financial Engines in Troy, Michigan. Alvin has been in the financial services industry since 2008 and has experience with both retail and institutional clients. Alvin holds both Series 63 and Series 65 licenses, as well as the SIE and Series 7. Alvin has previously worked with EF Legacy Securities, LLC and Sanders Morris Harris LLC.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

STERLING HEIGHTS, MI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Kebbe is a registered investment advisor representative with J.P. Morgan Securities LLC. Amanda has been in the industry since August 29, 2016. She holds Series 7, Series 66, and SIE licenses and is registered in 40 states. Amanda's firm is a well-established and reputable firm with over $50 billion in assets under management. They provide a wide range of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

STERLING HEIGHTS, MI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Nowinski is a financial advisor registered with Cuso Financial Services, LP and has been in the industry since August 20, 2013. Amanda is licensed to provide financial services in Arizona, Florida, Michigan and Washington. Amanda's firm, Cuso Financial Services, LP, is headquartered in San Diego, California and offers various financial services to clients such as financial planning, pension consulting, educational seminars, and portfolio management.

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

STERLING HEIGHTS, MI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew David Crawford is a financial professional with over 7 years of experience in the industry. Andrew holds the Series 6, SIE and Series 63 licenses. Andrew is currently registered with J.P. Morgan Securities LLC and is based out of their Sterling Heights, MI branch.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

STERLING HEIGHTS, MI

experience

10 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Paul Charbonneau is an investment advisor representative with Osaic Wealth, Inc. and has been active in the financial services industry since August 27, 2014. Andrew has experience providing financial advice to individuals, families, and businesses. Andrew has been a Certified Financial Planner since 2018. The advisor is registered to provide investment advice in Michigan, Florida, Georgia, Illinois, Indiana, Maryland, Nevada, North Carolina, Ohio, Pennsylvania, Utah, Washington, and California.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

STERLING HEIGHTS, MI

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Covic is a financial advisor affiliated with Cuso Financial Services, LP. Andrew has over 2 years of experience in the financial services industry. Andrew has passed the Series 63, Series 66, and Series 7TO exams as well as the SIE exam. Andrew has been registered with the State of Michigan as a Registered Representative and Investment Advisor Representative. Andrew has previous experience with Equitable Advisors, LLC and J.P. Morgan Securities LLC.

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

STERLING HEIGHTS, MI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Angelo Calderone is a financial professional with over six years of experience in the financial services industry. Angelo is registered with J.p. Morgan Securities LLC. Angelo has a diverse background, having worked in real estate and mortgage lending prior to joining J.p. Morgan Securities. Angelo holds the Series 6, 7, 63 and 66 licenses and provides financial planning, portfolio management and selection of other advisors services to individuals, businesses, corporations, charitable organizations, insurance companies and labor unions.

SPECIALIZATIONS

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

LPL Financial LLC

location

STERLING HEIGHTS, MI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anne E. MacIntyre is a financial advisor with LPL Financial LLC in STERLING HEIGHTS, MI. Anne has been in the financial services industry since December 6, 2002. Anne has a Series 7, Series 66 and Series 24 license and is registered with the state of Michigan as an investment advisor representative. Prior to joining LPL Financial LLC, Anne was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in CLINTON TOWNSHIP, MI. Anne specializes in financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. Anne is also a licensed attorney and provides consulting services to clients.

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

J.p. Morgan Securities LLC

location

STERLING HEIGHTS, MI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Thomas Labadie is a registered investment advisor representative with J.P. Morgan Securities LLC, located in STERLING HEIGHTS, MI. Benjamin has been in the financial services industry since 2004 and has a broad range of experience. Benjamin holds the Series 6, 7, and 63 licenses. He also holds the Series 65 license and is registered as an investment advisor in several states. Benjamin is a specialist in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. Prior to joining J.P. Morgan Securities LLC, Benjamin was associated with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and HANTZ FINANCIAL SERVICES, INC.

SPECIALIZATIONS

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

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