Zoya Gjonaj (CRD# 7280266) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bingham Farms, MI and has over 3 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret Grant & Company, Inc. | Bingham Farms, MI | Oct 2022 - Current | 1 |
| Charles Schwab And Company, Inc. | Troy, MI | Apr 2020 - Oct 2022 | 2 |
| Charles Schwab Bank, Ssb | Troy, MI | Apr 2020 - Oct 2022 | 2 |
| Unemployed | Wixom, MI | Jun 2017 - Mar 2020 | 2 |
| Regent University | Virginia Beach, VA | Jan 2016 - May 2017 | 1 |
| Unemployed | Wixom, MI | Mar 2015 - Dec 2015 | < 1 |
| Self-employed | Rochester Hills, MI | May 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- MI
-
Total Assets Under Management6,873MILLIONS
-
Total Number of Accounts25,405ACCOUNTS
-
Average Account Value$270,550
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.