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Introduction

As an Independent Financial Consultant with Linsco/Private Ledger (LPL Financial Services), I can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

My office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. Because I am independent, I am able to do this by offering truly objective financial advice either on a commission basis, or a fee basis. These two methods of compensation allow me to offer you, the client, the choice that you feel best suits your needs.

Whether planning for retirement, or in retirement, I make sure that you understand what risks you are taking and why you own the investments you do. As a client of mine, I will:

  • Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
  • Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
  • Explain what kind of risks you are taking and what type of investments you own.

Margie Shard's Credentials

  • Bachelors degree from Michigan State University.
  • Currently holds securities registrations
    • Series 7 - General Securities Representative
    • Series 63 - Uniform State Law
  • Series 68 - Blue-Sky and Investment Advisor
  • General Security Principal License - Series 24 license
  • Currently holds a Life and Health Insurance Licenses in the following states
    • Michigan
    • Ohio
    • Florida
    • California
    • Arkansas
  • Over 11 years in the financial industry with 9 years in the investment field
  • Specializes in retirement and estate planning

Community Organizations

Shard Financial Services, Inc. is a member of the following organizations:

  • Certified Financial Planner
  • Resource Genesee Board Member
  • Member at Large
  • Fenton Chamber of Commerce
  • Business Network International
    • Past President
    • Membership Committee
  • Chicks with TIPS
  • Leadership Genesee Class of '08-'09

Michael Cantor’s Credentials

  • Bachelor of Science - Michigan State University, 1978
  • Series 7 – General Securities Representative
    • Licensed in New York and Florida
  • Series 63 – Uniform State Law
  • Currently holds a Life, Accident and Health license in the State of Michigan
  • Over 20 years in the trust and investment field
  • Candidate for the Certified Financial Planner designation

Community Organizations

Michael Cantor is a member of the following organizations:

  • Chairman of the Board – Food Bank of Eastern Michigan
  • Director – United Way of Genesee County
  • Committee – Bastille Day Run for the benefit of Genesee County Habitat for Humanity