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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giselle? Claim Your ProfileGiselle Kristine Schlubatis is a financial advisor with Zhang Financial, LLC based in Portage, MI. Giselle has over 12 years of experience in the financial services industry and holds a Series 66, Series 7, Series 24, Series 30, and Series 34 license. She is also a Certified Financial Planner. Giselle specializes in financial planning, portfolio management, and pension consulting. She has a strong track record of providing customized financial solutions to individuals, families, and businesses. Giselle is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
09/23/2020 - Present
Zhang Financial (PORTAGE MI)
MI
12/01/2016 - 08/07/2019
AMERIPRISE FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
FL
10/21/2008 - 11/29/2016
TRADESTATION SECURITIES, INC. (PLANTATION FL)
MN
11/15/2007 - 02/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/25/2009
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/23/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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