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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Anthony Agosta (CRD# 1728380) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Farmington Hills, MI and has over 36 years of experience in the finance industry.
Michael Ajlouny (CRD# 2564800) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Farmington Hills, MI and has over 29 years of experience in the finance industry.
Kathleen Aksten (CRD# 1225610) is an Investment Advisor Representative working at Lpl Financial LLC in Brighton, MI and has over 30 years of experience in the finance industry.
Marla Alati (CRD# 2452476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington, MI and has over 30 years of experience in the finance industry.
Kelley Albrant (CRD# 6751518) is an Investment Advisor Representative working at Edward Jones in Howell, MI and has over 7 years of experience in the finance industry.
Michael Albrecht (CRD# 2241047) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Farmington Hills, MI and has over 31 years of experience in the finance industry.
Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 37 years of experience in the finance industry.
Amanda Allie (CRD# 6015527) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Farmington, MI and has over 11 years of experience in the finance industry.
Ryan Ames (CRD# 3263181) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 23 years of experience in the finance industry.
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative...