Best Investors Account Sign in
Current Employers
Royal Oak Financial Advisors, Llc

512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-04
  • MI RA
    APPROVED
    Since 2024-07-04

Branch Locations

37895 Ann Arbor, Livonia, MI 48150 • United States

512 N. Main Street Ste. 100, Royal Oak, MI 48067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Strategies Financial Group Southfield MI 01/2023 06/2024
University Of Michigan Ann Arbor MI 08/2021 04/2022
Reliable Landscaping Plymouth MI 05/2022 12/2022
W.E. Gingell Associates Livonia MI 05/2021 07/2021
University Of Michigan Ann Arbor MI 08/2020 04/2021
W.E. Gingell Associates Livonia MI 05/2020 07/2020
University Of Michigan Ann Arbor MI 08/2019 04/2020
W.E. Gingell Associates Livonia MI 05/2019 07/2019
W.E. Gingell Associates Livonia MI 05/2018 07/2018
Youngstown Phantoms Hockey Youngstown OH 08/2017 04/2018
W.E. Gingell Associates Livonia MI 05/2017 07/2017
Youngstown Phantoms Hockey Youngstown OH 04/2016 04/2017
Cetera Advisor Networks Llc Southfield MI 08/2023 06/2024
Cetera Investment Advisers Llc Southfield MI 11/2023 06/2024
Royal Oak Financial Advisors, Llc Royal Oak MI 07/2024 Present
Youngstown Phantoms Youngstown OH 05/2019 07/2019
Youngstown Phantoms Youngstown OH 02/2016 04/2019
  • 01/2023 → 06/2024
    Wealth Strategies Financial Group
    Southfield, MI
  • 08/2021 → 04/2022
    University Of Michigan
    Ann Arbor, MI
  • 05/2022 → 12/2022
    Reliable Landscaping
    Plymouth, MI
  • 05/2021 → 07/2021
    W.E. Gingell Associates
    Livonia, MI
  • 08/2020 → 04/2021
    University Of Michigan
    Ann Arbor, MI
  • 05/2020 → 07/2020
    W.E. Gingell Associates
    Livonia, MI
  • 08/2019 → 04/2020
    University Of Michigan
    Ann Arbor, MI
  • 05/2019 → 07/2019
    W.E. Gingell Associates
    Livonia, MI
  • 05/2018 → 07/2018
    W.E. Gingell Associates
    Livonia, MI
  • 08/2017 → 04/2018
    Youngstown Phantoms Hockey
    Youngstown, OH
  • 05/2017 → 07/2017
    W.E. Gingell Associates
    Livonia, MI
  • 04/2016 → 04/2017
    Youngstown Phantoms Hockey
    Youngstown, OH
  • 08/2023 → 06/2024
    Cetera Advisor Networks Llc
    Southfield, MI
  • 11/2023 → 06/2024
    Southfield, MI
  • 07/2024 → Present
    Royal Oak, MI
  • 05/2019 → 07/2019
    Youngstown Phantoms
    Youngstown, OH
  • 02/2016 → 04/2019
    Youngstown Phantoms
    Youngstown, OH
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2023; APX NUMBER OF HOURS PER WEEK: 2-4 HRS/MO POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-07
  • S66 Uniform Combined State Law Examination
    2023-11-07
Other Names
  • Jacob Gingell

View on SEC IAPD

More in Livonia, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor