Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Auburn Hills, MI 48236
586-596-8662
About Prudential Advisors
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, businesses aim for achieving their financial goals through personalized and strategic financial solutions.
See Disclosures
General Information
Firm Start Year
2014
automated call
Yes
CRD#
6267049
Firm CRD#
8733
Insurance License#
17198426
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Offices, Your Home, Our Office, Phone, Email, Video Conference, Your Office
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®
Securities Licenses
Series 63, Series 6
Insurance and Annuity Licenses
Accident, Casualty, Annuity, Health, Life, Variable Annuity, Variable Life, Property
Compensation and Fees
Compensation Methods
Flat Fee, Hourly, Based on Assets, Commissions
Education
Bachelor Degree - Finance
Walsh College
01/2007 -06/2010
Bachelor Degree - Finance
Walsh College
01/2007 -06/2010
Disclosures
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf