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John U
Series 65, Series 66
Troy, MI
Private Advisor Group, LLC
John Ursu is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 designations and over 23 years of industry experience. He has worked at Private Advisor Group since 2013 and previously held roles at Fidelity and Banc One Securities Corporation. Ursu operates under the business name Artemis Wealth Advisors and is licensed to sell insurance, offering certain insurance products on a commission basis separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms, and offers access to proprietary and third-party managed account solutions.
Cameron S
Series 66
Troy, MI
Private Advisor Group, LLC
Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.
Adam W
Series 63, Series 65
Troy, MI
Private Advisor Group, LLC
Adam Weiner is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, FSC Securities, Hatmada LLC, AIG Capital Services, Inc., and American General Life Insurance. He is also a business owner of Hatmada LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment methods and utilizes technology platforms alongside third-party managers and strategists.
Christopher D
Series 66
Troy, MI
Private Advisor Group, LLC
Christopher Dziklinski is a financial advisor with Private Advisor Group, LLC in Troy, MI, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cuso Financial Services, DFCU Financial, Charles Schwab, and Fidelity. He also operates under the business name Artemis Wealth Advisors as part of his advisory practice. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management and utilizes technology platforms alongside third-party managers and strategies.
Andrew W
CFP®, Series 63, Series 65
Troy, MI
Private Advisor Group, LLC
Andrew Wilson is a CFP® professional with 32 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. Prior to that, he worked at Fidelity from 2010 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based approach, utilizing various strategies and technology platforms while frequently implementing advice via third-party managers and TAMPs.
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