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Ellis L

Series 63, Series 65

Southfield, MI

ELE Advisory Services, Inc

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

Annuities College savings (529s, UTMA, etc.)
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Bardette H

Series 63, Series 65

Southfield, MI

ELE Advisory Services, Inc

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses. Hicks has seven years of industry experience, including prior roles at Pruco Securities, LLC and eXp Realty, LLC. In addition to advising, Hicks works as a real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized investment policies while maintaining primarily non-discretionary management of client accounts.

Annuities College savings (529s, UTMA, etc.)
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Marcelle G

Series 63, Series 65

Southfield, MI

ELE Advisory Services, Inc

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Annuities College savings (529s, UTMA, etc.)
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Jessica S

Series 66

Southfield, MI

ELE Advisory Services, Inc

Jessica Smith is a financial advisor with ELE Advisory Services, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., First Advisors National, and Inlight Wealth. Outside of advising, she is involved with JLS Vision Services. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements to guide asset allocation and portfolio management, primarily operating with non-discretionary client accounts.

Annuities College savings (529s, UTMA, etc.)
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