Best Investors Account Sign in
Inactive

Giselle Kristine Schlubatis

Zhang Financial

Portage, MI

Claim This Profile
Current Employers
Zhang Financial

5931 Oakland Dr., Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-09-23
  • MI RA
    APPROVED
    Since 2020-09-23

Branch Locations

5931 Oakland Dr., Portage, MI 49024 • 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
Tradestation Securities Plantation FL 10/2008 11/2016
Ameriprise Financial Services, Inc. Grand Rapids MI 11/2016 08/2019
Zhang Financial, Llc Portage MI 10/2019 Present
  • 10/2008 → 11/2016
    Tradestation Securities
    Plantation, FL
  • 11/2016 → 08/2019
    Ameriprise Financial Services, Inc.
    Grand Rapids, MI
  • 10/2019 → Present
    Zhang Financial, Llc
    Portage, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-26
  • S66 Uniform Combined State Law Examination
    2007-11-26
Designations
Other Names
  • Giselle Kristine Cordero
  • Giselle Kristine Cordero

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL
KOLBY LOREN SMITH

Other Offices

EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI
OPPENHEIMER & CO. INC. · PORTAGE, MI

More in Portage, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor