John Dreshaj, financial advisor Southfield MI
89 score

John Dreshaj

CRD Number: 6282377
Current Firm: Plante Moran Financial Advisors

John Dreshaj (CRD# 6282377) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Plante Moran Financial Advisors Troy, MI Jun 2013 - Current 3
Oakland University Rochester, MI Aug 2009 - May 2013 3
E7 Solutions Troy, MI Jun 2012 - Aug 2012 < 1
Zorba's Restaurant Clawson, MI Jun 2008 - Jun 2012 4
Chippewa Valley Schools Clinton Twp, MI Dec 2003 - Jun 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for John Dreshaj
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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