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Portfolio Management for Businesses Advisors in Roseville, Michigan
6 Results
Unclaimed

J.p. Morgan Securities LLC

location

Roseville, MI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Hong Zasucha is a financial advisor with J.P. Morgan Securities LLC. Hong has been in the industry since 2007 and has experience in various financial products and services. Hong specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Hong holds a Series 7, Series 31, and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Roseville, MI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Joseph Kanouna is a financial professional with over 2 years of experience in the industry. Joseph is registered in Michigan. Joseph currently works for J.P. Morgan Securities LLC. Joseph specializes in securities, mutual funds, variable products, fixed insurance, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Roseville, MI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Nina Jackson is a financial advisor with J.p. Morgan Securities LLC. Nina has been working in the financial services industry since 2010. Nina holds Series 7, Series 9, Series 10, Series 63 and Series 66 licenses and has been registered with the state of Michigan since 2020. Prior to joining J.p. Morgan Securities LLC, Nina was a financial advisor at Morgan Stanley and UBS Financial Services Inc. Nina's specializations include: securities, commodities, options, mutual funds, and variable annuities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Roseville, MI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Paul Christopher Skomial is an investment advisor representative at Cambridge Investment Research Advisors, Inc.. Paul has been in the financial services industry since 1996. Paul has a wide range of experience in the industry, having worked at several firms. Paul is currently registered with the state of Michigan. Paul has a strong commitment to providing clients with personalized financial advice and guidance. Paul specializes in a variety of services, including financial planning, portfolio management, and investment advisory.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

J.p. Morgan Securities LLC

location

Roseville, MI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Salvatore Finazzo is a financial advisor with J.P. Morgan Securities LLC, located in Roseville, MI. Salvatore has been in the industry since January 2, 2005. Salvatore is licensed to provide financial advice in 19 states. Salvatore has experience working with individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, insurance companies and labor unions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Roseville, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Terell Wilkerson is a registered representative with J.P. Morgan Securities LLC. Terell is based in Roseville, MI and has been in the industry since 2023. Terell offers a variety of financial products and services, including investment company products, variable contracts, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals