Claudia StockwellCRD Number: 1052293
Current Firm: Ssn Advisory, Inc.
Claudia Stockwell (CRD# 1052293) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Plymouth, MI and has over 28 years of experience in the finance industry. Claudia Stockwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|Ssn Advisory, Inc.||Plymouth, MI||Jul 2003 - Current||13|
|Securities Service Network, Inc.||Southfield, MI||May 2003 - Current||13|
|Doehring & Co||Plymouth, MI||Feb 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1987|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV