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Samikka C
Series 66
Farmington Hills, MI
Merrill
Samikka Cannon is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families in building and retaining wealth through customized financial planning. Samikka's expertise includes corporate executive services, divorce transition planning, education planning, executive compensation, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and has completed her education at Pontiac Northern High School and Oakland Community College, where she earned an Associate's Degree. Samikka is committed to understanding her clients' unique ambitions and priorities to create financial strategies tailored to their goals. Outside of her professional role, Samikka is involved in community activities through organizations such as Moms To Moms, Trinity Church, the American Red Cross, and Habitat for Humanity. She enjoys spending time with her family and participates in activities like baseball, basketball, boating, camping, football, golfing, hiking, music, and reading.
Ryan C
Series 66
Commerce Twp, MI
J.P. Morgan Securities
Ryan Coryell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within eligible strategies.
James K
Series 63, Series 66
Clarkston, MI
LPL Financial
James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC, and concurrently serves with Genisys Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
Mark R
Series 63, Series 65
Farmington Hills, MI
Morgan Stanley
Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Matthew B
Series 63, Series 66
Farmington, MI
Fidelity
Matt Breznau is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the priorities of his clients and their families, utilizing Fidelity's resources and financial planning tools to develop personalized financial plans. Prior to joining Fidelity, Matt worked as a Financial Solutions Advisor at Bank of America-Merrill Edge from 2017 to 2021. Before that, he was an Investment Consultant at Scottrade from 2014 to 2017.
Patrick H
Series 66
Waterford, MI
LPL Financial
Patrick Hillman is a financial advisor with LPL Financial holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, and Merrill. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Ronald S
CFP®, Series 63, Series 65
Bingham, MI
Cetera
Ronald Selik is a CFP® with 36 years of industry experience, currently affiliated with Cetera. His career includes roles at Selik Wealth Management, First Allied Securities, and Selik Financial Services. He serves as treasurer on the board of the Pheasant Hills Homeowner's Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutions through diverse program platforms and manager selections.
Matthew T
Series 63, Series 65
Wixom, MI
Primerica Advisors
Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.
Oscar F
Series 66
Brighton, MI
J.P. Morgan Securities
Oscar Ford is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including previous roles at Prudential, Thrivent Financial, and TTEC Services Corporation. Outside of his advisory work, Ford serves as a volunteer board member for BuildOn Detroit and is the owner of a light manufacturing outsourcing business, StratSo Solutions LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, with the final investment decisions made by the clients.
Tamara C
Series 63, Series 65
Farmington Hills, MI
Wells Fargo Clearing
Tamara Ciesinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Betty N
Series 63, Series 65
Farmington Hills, MI
Raymond James & Associates
Betty Napier is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.
James G
Series 63, Series 66
Novi, MI
Ameriprise
James Griffith Jr. is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Griffith is co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, serving a broad client base with a centralized consulting approach.
Anthony B
Series 63, Series 66
Farmington Hills, MI
J.P. Morgan Securities
Anthony Bartalino is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research with a potential ESG eligibility framework.
Julius R
Series 66
Farmington Hills, MI
Merrill
Julius Readus is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, legacy planning, portfolio management, and financial consulting for clients in diverse fields including automotive, manufacturing, banking executives, business owners, and professionals such as attorneys and physicians. He focuses on helping clients identify and achieve significant life goals, particularly in managing wealth preservation, retirement income, and philanthropy. Julius and his team are attentive to clients' circumstances during challenging times, coordinating with specialists and aligning strategies with clients’ legal and tax advisors to ensure comprehensive financial planning. Since launching his wealth management career in 1997 and joining Merrill in 2000, Julius has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Business Administration degree in Finance from Davenport University. His approach emphasizes listening to clients, asking questions, and maintaining long-term relationships to serve their evolving financial needs effectively. Raised in Detroit, Julius maintains strong ties to his community through active involvement in various organizations, including Legacy Associates Foundation, 100 Black Men of Greater Detroit, and The New Leaders Council. He has served as Chairman of the Board for the Southfield Public Library and conducts financial literacy workshops. Outside of his professional work, Julius enjoys basketball, biking, reading, softball, and spending time with his family in Lathrup Village.
Jill H
Series 66
Oxford, MI
UBS Financial Services
Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.
Paula S
CFP®, Series 63, Series 65
Brighton, MI
LPL Financial
Paula Swain is a CFP®-certified financial advisor with 27 years of industry experience. She has worked with firms including Lincoln Financial Advisors and Linsco/Private Ledger Corp. Swain is also involved in writing and personal life coaching through her project "Soar from Silence." She is affiliated with LPL Financial, a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions with a range of advisory and brokerage services.
Jalen M
Series 65, Series 63
Brighton, MI
Merrill
Jalen Mitchell is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he held multiple roles primarily within Bank of America from 2018 onward, as well as positions at Citizens Bank, Chase Bank, and Apple Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Mikaila T
Series 66
Farmington Hills, MI
J.P. Morgan Securities
Mikaila Talentino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at various firms, including Aeropostale Inc and Sparc Group LLC. Talentino has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.
Brandon M
Series 66
Farmington Hills, MI
Raymond James & Associates
Brandon Mohawk is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked for Christian Financial Credit Union for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.
Christopher W
Series 63, Series 65
Brighton, MI
STIFEL
Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
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1,668 advisors near
48383
within the area shown on the map
Out of 400,000+ nationwide