Edward Degalan (CRD# 1060053) is an Investment Advisor Representative working at Mmi Financial Group, Inc. in Owosso, MI and has over 43 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5616108
J.p. Morgan Securities LLC
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mmi Asset Management Services, LLC | Owosso, MI | Feb 2015 - Current | 9 |
| Mmi Financial Group, Inc. | Owosso, MI | Dec 1989 - Current | 34 |
| Royal Securities Company | Grand Rapids, MI | Jul 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1980 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management10MILLIONS
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Total Number of Accounts109ACCOUNTS
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Average Account Value$89,220
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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