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Tessa Champlin
Tessa J Champlin, Tessa Janae Champlin, TESSA J. GEBHART, Tessa J Gebhart, Tessa Janae Gebhart
CRD#: 6759029
IA
B
ROBINHOOD ASSET MANAGEMENTCRD#: 323736 Grand Rapids, MI
ROBINHOOD FINANCIAL, LLCCRD#: 165998 Grand Rapids, MI
0
Disclosures
6
Years of Experience
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State Registrations
IA
California 1/31/2025
B
Michigan 1/28/2025
B
Illinois 6/7/2023
IA
Michigan 1/28/2025
SRO Registrations
B
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/03/2021 - 05/17/2023 | Grand Rapids, MI | |
B | 09/03/2021 - 05/17/2023 | IRVINE, CA | |
IA | 04/26/2019 - 08/16/2021 | ADA, MI | |
B | 03/25/2019 - 08/16/2021 | ADA, MI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.