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Landon K
Series 66
Southfield, MI
Cetera
Landon Kelly is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and previously worked in the construction sector before transitioning to financial services. Kelly is also affiliated with Wealth Strategies Financial Group as a financial advisor. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a broad range of investment strategies and program structures.
Sleiman A
Series 66
Southfield, MI
Raymond James Financial
Sleiman Ayoub is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and DTE Energy prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.
Alexander W
Series 66
Southfield, MI
Mass Mutual Investors Services
Alexander Westmorland is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has varied work experience across multiple industries, including roles at The Hub Station and Enterprise Mobility. Mass Mutual Investors Services is a broker-dealer and registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.
Jamilah B
Series 63, Series 66
Farmington Hills, MI
LPL Enterprise
Jamilah Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Retirement Plan Advisors, LLC, Cambridge Investment Research, Inc., and Nationwide Investment Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to insurance products and affiliated trust and lending services.
Adam H
Series 63, Series 65
Allen Park, MI
LPL Enterprise
Adam Holinski Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.
Daniel W
Series 63, Series 65
Northville, MI
LPL Financial
Daniel Welch is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior experience includes roles at WWK Advisors, LLC and WWK Investments, Inc. in Northville, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.
Kevin L
Series 66
Ann Arbor, MI
Raymond James & Associates
Kevin Lyons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Foguth Financial Group and J.W. Cole Financial. 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 supported by extensive research and a range of portfolio management styles.
Denise D
Series 63, Series 65
Novi, MI
Raymond James Financial
Denise Dunn is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 1994 and leads Dunn Financial Services Corp. as its president. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and employer-sponsored retirement plans.
Brandon T
Series 66
Ann Arbor, MI
Merrill
Brandon Thomas is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Hantz Group, and the University of Michigan. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Thaddeus B
Series 66
Farmington Hills, MI
Cetera
Thaddeus Bienko III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Bank of America, and Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.
Sean M
CFP®, Series 63
Ann Arbor, MI
LPL Enterprise
Sean Mueller is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Northwestern Mutual in various capacities from 2014 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Brenda D
Series 63, Series 66
Farmington Hills, MI
Merrill
Brenda Dock is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Tinamarie S
Series 63, Series 65
Plymouth, MI
LPL Financial
Tinamarie Stock is a financial advisor at LPL Financial in Plymouth, MI, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.
Mark A
ChFC®, Series 63, Series 65
Southfield, MI
OSAIC
Mark Ader is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 24 years. He is also involved as an agent in the sales and marketing of fixed annuities and non-variable insurance through Michigan Financial Companies. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.
Christine V
Series 66
Farmington Hills, MI
Morgan Stanley
Christine Varvatos is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.
Mary H
Series 66
Ann Arbor, MI
Merrill
Mary Huff Earnest is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals. Mary draws on investment insights from Merrill and banking solutions from Bank of America to create flexible wealth management approaches tailored to changing market conditions. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy and LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategies. Mary holds a Bachelor's Degree from Eastern Michigan University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mary participates actively in community volunteering, reflecting the tradition at Merrill of serving the communities where they work. Outside of her professional responsibilities, she enjoys golfing, music, and traveling.
Delmer W
Series 63, Series 66
Ann Arbor, MI
Wells Fargo Advisors
Delmer Watson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Wells Fargo Clearing, Swiss Colony, Client Services Incorporated, and Unigroup. Outside of his advisory work, he has worked as a driver for Uber and Lyft and has experience in customer service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement advice through brokerage or advisory programs.
Mark B
Series 63, Series 65, Series 66
Southfield, MI
LPL Financial
Mark Bordelove is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009, after brief periods at Ameriprise and Ameriprise Advisor Services. In addition to his advisory work, he is involved in selling fixed annuities and various insurance products. 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 financial planning and asset management services, including access to third-party subadvisors and institutional platforms, supported by technology tools for operational and research purposes.
Matthew W
Series 65, Series 63
Northville, MI
Edelman Financial Engines
Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously held roles at Financial Engines Advisor Center, The Mutual Fund Store, and Cuna Brokerage Services, Inc. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice, and manages approximately $326 billion across diverse account types.
Nicholas S
Series 63, Series 65
Plymouth, MI
Cetera
Nicholas Sarnacki is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 11 years. He also provides financial services through Horizon Advisers, where he conducts CPA-related activities alongside investment advisory services. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.
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2,117 advisors near
48187
within the area shown on the map
Out of 400,000+ nationwide