Kelsey Arvai (CRD# 7203348) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Souhfield, 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 |
|---|---|---|---|
| Center For Financial Planning, Inc. | Southfield, MI | Nov 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Southfield, MI | Nov 2019 - Current | 4 |
| Wayne State University | Detroit, MI | Feb 2017 - Nov 2019 | 2 |
| Unemployed | Beverly Hills, MI | Oct 2016 - Jan 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Jan 2016 - Sep 2016 | < 1 |
| University Of Michigan | Ann Arbor, MI | Jan 2014 - May 2016 | 2 |
| Depaul University | Chicago, IL | Sep 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- MI
-
Total Assets Under Management1,558MILLIONS
-
Total Number of Accounts3,992ACCOUNTS
-
Average Account Value$390,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
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