Giselle K. Schlubatis
Professional summary
Giselle Kristine Schlubatis, CFP®, who also goes by Giselle Kristine Cordero, is a registered financial advisor currently at ZHANG FINANCIAL located in Portage, Michigan.
Giselle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Giselle has worked at 3 firms and has passed the Series 66, SIE, Series 34, Series 3, Series 7, Series 24 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Giselle Kristine Schlubatis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
September 23, 2020 - Present
ZHANG FINANCIAL
Office #1: 5931 Oakland Dr., Portage, MI 49024December 1, 2016 - August 7, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
October 21, 2008 - November 29, 2016
TRADESTATION SECURITIES, INC.
December 1, 2007 - February 19, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
November 15, 2007 - February 19, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ZHANG FINANCIAL
CRD#: 159257 / SEC#: 801-72987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2020)
Exams
Current Firm
ZHANG FINANCIAL
CRD#: 159257 / SEC#: 801-72987
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,270 |
| AUM (Assets Under Management) | $ 7,176,436,236 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ZHANG FINANCIAL
CRD#: 159257Portage, MI 49024TRUST BUT VERIFY
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