Teresa M. Kierzkowski
Professional summary
Teresa M Kierzkowski, who also goes by Teresa Marie Mammoser, Teresa M Onkalo, Teresa Marie Onkalo, is a registered financial professional currently at J. ALDEN ASSOCIATES, INC. located in Novi, Michigan.
Teresa is registered as a RR (Registered Representative) and started their career in finance in 2011. Teresa has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Teresa M Kierzkowski's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2021 - Present
J. ALDEN ASSOCIATES, INC.
Office #1: 39500 High Pointe Blvd, Suite 190, Novi, MI 48375September 1, 2011 - May 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/10/2021)
Exams
FINRA
Current Firm
J. ALDEN ASSOCIATES, INC.
CRD#: 40002 / SEC#: , 8-48938
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CALFO, LEE ALBERT | CEO, PRINCIPAL, RESEARCH PRINCIPAL | 4782334 |
| CASTLE CREEK LAUNCHPAD FUND I, LP | SHAREHOLDER | |
| SMITH, KENNETH RICHARD | PRINCIPAL, CHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL, AMLCO | 2300203 |
| ENGELBACH, PETER ALDEN | PRESIDENT, PRINCIPAL, OPTIONS PRINCIPAL | 201177 |
| KINZER, CAROL ANN | FINOP | 4519471 |
Disclosures
| Regulatory Event | 3 |
| Civil Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
