Cartier Zori (CRD# 7559471) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Detroit, MI and has 1 year 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 |
|---|---|---|---|
| Plante Moran Financial Advisors | Detroit, MI | Apr 2022 - Current | 2 |
| Plante Moran | Southfield, MI | Aug 2017 - Mar 2022 | 4 |
| Phoenix Advisors, LLC | East Lansing, MI | May 2016 - Jul 2017 | 1 |
| Driver On Tap | East Lansing, MI | Aug 2015 - May 2016 | < 1 |
| Plante Moran | Southfield, MI | Jun 2015 - Aug 2015 | < 1 |
| Dr. Kellyann | West Bloomfield, MI | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MI
-
Total Assets Under Management19,432MILLIONS
-
Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- 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
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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