Kalomira K. Zangoulos
Professional summary
Kalomira K. Zangoulos, who also goes by K. Zangoulos Kaldmira, Myra K Zangoulos, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Macomb, Michigan.
Kalomira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kalomira has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kalomira K. Zangoulos's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2023 - Present
IP FINANCIAL ADVISORY SERVICES LLC
March 2, 2015 - April 4, 2023
OSAIC SERVICES, INC.
January 16, 2015 - April 4, 2023
OSAIC SERVICES, INC.
October 1, 2012 - November 7, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 7, 2014
J.P. MORGAN SECURITIES LLC
July 6, 2005 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
December 16, 2004 - July 6, 2005
BANC ONE SECURITIES CORPORATION
December 3, 2001 - July 6, 2005
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2023)
Exams
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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