Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikhail? Claim Your ProfileMikhail Poltyrev is a financial advisor with GGM Financial LLC. Mikhail has over 13 years of experience in the financial services industry. Mikhail has worked for several prominent financial institutions including J.P. Morgan Securities LLC, Commonwealth Financial Network, and Pruco Securities, LLC. Mikhail is registered to provide investment advisory services in Ohio and Texas. Mikhail holds several industry certifications, including the Series 6, 7, 9, 10, 63, and 65 licenses. He is also a Chartered Financial Consultant (ChFC). Mikhail specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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OH
09/29/2023 - Present
GGM Financial LLC (COLUMBUS OH)
OH
04/01/2022 - 10/02/2023
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
NY
05/26/2016 - 04/01/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
OH
01/13/2010 - 05/17/2016
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BC
Issued 08/05/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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