Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalomira? Claim Your ProfileKalomira K. Zangoulos is a financial advisor who has been active in the industry since 2001. Kalomira is currently registered with IP Financial Advisory Services LLC and has been associated with the firm since April 2023. Kalomira previously worked at Sagepoint Financial, Inc. and J.P. Morgan Securities LLC. Kalomira has a Series 6, Series 7 and Series 66 license. Kalomira specializes in working with individuals and businesses. Kalomira offers a variety of financial planning and investment services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
MI
04/05/2023 - Present
IP Financial Advisory Services LLC (Macomb MI)
MI
01/16/2015 - 04/04/2023
SAGEPOINT FINANCIAL, INC. (STERLING HEIGHTS MI)
MI
10/01/2012 - 11/07/2014
J.P. MORGAN SECURITIES LLC (CLINTON TOWNSHIP MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLINTON TOWNSHIP MI)
IL
12/03/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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