Helen ZaharopoulosCRD Number: 5991344
Current Firm: J.p. Morgan Securities LLC
Helen Zaharopoulos (CRD# 5991344) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clinton Township, MI and has over 6 years of experience in the finance industry.
Plante Moran Financial Advisors
Savings Coach, LLC
|J.p. Morgan Securities LLC||Clinton Township, MI||Oct 2012 - Current||5|
|Chase Investment Services Corp.||Clinton Township, MI||Oct 2011 - Oct 2012||1|
|Peter Riebschleger, P.c.||Saginaw, MI||Jun 2008 - Oct 2011||3|
|University Of Michigan Libraries||Ann Arbor, MI||May 2010 - Jul 2011||1|
|University Of Michigan||Ann Arbor, MI||Aug 2007 - Apr 2011||3|
|University Of Michigan Department Of Recreational Sports||Ann Arbor, MI||Jan 2010 - Jul 2010||< 1|
|Burlington Coat Factory||Saginaw, MI||Mar 2009 - Sep 2009||< 1|
|Hollister Company||Saginaw, MI||Nov 2006 - Sep 2008||1|
|Heritage High School||Saginaw, MI||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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