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Financial Planning Services Advisors in Washington Township, Michigan
10 Results
Unclaimed
location

Washington Township, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Abbey Blair Bauman is a financial advisor at Edward Jones. Abbey has been in the financial services industry since October 2023 and is registered with FINRA as a Registered Representative. Abbey is licensed to provide investment advice in California, Michigan, Minnesota, Ohio, and Tennessee. Abbey has completed the Series 7TO, Series 66, and SIE exams. Abbey specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

WASHINGTON TOWNSHIP, MI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Eoin Padraig Walsh is a registered representative with J.p. Morgan Securities LLC and has been in the industry since February 2013. Eoin is also an Investment Advisor Representative with J.p. Morgan Securities LLC. Eoin is licensed in several states, including Michigan, Texas and others. Eoin specializes in financial planning, pension consulting, and selection of other advisors. Eoin primarily works with individuals and businesses.

SPECIALIZATIONS

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

Washington Township, MI

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Downey is a registered representative with Edward Jones, a firm with over 20,000 investment advisor representatives. John has been in the financial industry since 2011. John has worked with individuals, businesses, and retirement plans. John has a Series 7, Series 66, and SIE license. John provides financial planning and portfolio management services for businesses and individuals. John is registered in Arizona, California, Connecticut, Florida, Georgia, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, and Washington. John is also a licensed investment advisor in Michigan and Texas. John's office is located in Washington Township, Michigan. John provides financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

WASHINGTON TOWNSHIP, MI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Swords is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2020. Kevin is licensed to provide securities advice in Michigan. Kevin has passed the Series 63, Series 6TO, and SIE examinations.

SPECIALIZATIONS

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

WASHINGTON TOWNSHIP, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Imbrunnone is a financial advisor with Edward Jones in WASHINGTON TOWNSHIP, MI. Lisa has over 20 years of experience in the financial services industry and has been with Edward Jones since 2020. Lisa is a licensed investment advisor representative in Michigan and Texas and holds Series 63, 66, and 7 licenses. Lisa offers financial planning, pension consulting and portfolio management services for individuals, businesses and retirement plans.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Washington Township, MI

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Paul Wendling is an Investment Advisor Representative associated with Commonwealth Financial Network in Washington Township, Michigan. Paul has been in the industry since 1980. Paul has a range of experience, specializing in portfolio management for individuals and businesses, financial planning, and pension consulting. Paul also offers educational seminars. Paul has been with Commonwealth Financial Network since 2001. Paul is registered in a number of states and holds licenses in both securities and investment advising. Commonwealth Financial Network is a Registered Investment Advisor with offices throughout the country.

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

WASHINGTON TOWNSHIP, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Salvatore Signorelli is a financial advisor registered with J.p. Morgan Securities LLC. Salvatore's primary registration is in Michigan, and his primary business is conducted from the firm's office in Washington Township. Salvatore has a range of experience in the financial industry, and is a licensed Series 63, Series 6TO, and SIE exam holder. Salvatore can provide a variety of financial services including financial planning, pension consulting and selection of other advisors. Salvatore specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.

SPECIALIZATIONS

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

WASHINGTON TOWNSHIP, MI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Scott Allen is a financial advisor in WASHINGTON TOWNSHIP, MI. He is registered with Edward Jones, a firm with over $824 billion in assets under management. Scott is licensed to sell securities in 16 states and is a member of the Financial Industry Regulatory Authority (FINRA). He has been working in the financial industry since 2007. Scott specializes in providing financial advice to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

WASHINGTON TOWNSHIP, MI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Terrence Shaughnessy is a financial advisor with J.p. Morgan Securities LLC based in WASHINGTON TOWNSHIP, MI. Terrence is a licensed securities agent in the state of Michigan. Terrence has been in the financial services industry since 2016 and holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

WASHINGTON TOWNSHIP, MI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tonya S. Hutchison is a financial advisor at J.P. Morgan Securities LLC, with over 10 years of experience in the financial industry. Tonya has held positions with Morgan Stanley, TD Ameritrade, Inc., and The Huntington Investment Company. Tonya is a Certified Financial Plannerâ„¢ and holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE license. Tonya specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Tonya also has experience in real estate and owns and operates several rental properties in the Lake Orion and Oxford areas of Michigan.

SPECIALIZATIONS

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

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