Port Huron, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$22,582,544,651
ClientsTotal clients
37,047
AdvisorsAdvisors at this office
4
Of 1,155 advisors across 158 offices
Location
810 Michigan Street
Port Huron MI 48060
Advisors at this office
4
Advisors at this office
Jeffrey R
Series 63, Series 65
Port Huron, MI
Oppenheimer
Jeffrey Rancilio is a financial advisor with Oppenheimer in Port Huron, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Oppenheimer since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles, with a distinctive emphasis on non-discretionary management and commission-based advisory programs.
Ryan C
Series 66
Port Huron, MI
Oppenheimer
Ryan Charron is a financial advisor with Oppenheimer in Port Huron, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Oppenheimer & Co since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using strategic and tactical asset allocation across various investment vehicles.
James C
Series 63, Series 65
Port Huron, MI
Oppenheimer
James Charron is a financial advisor with Oppenheimer in Port Huron, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer & Co Inc since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and multiple investment strategies to meet client objectives.
Christopher K
Series 63, Series 65
Port Huron, MI
Oppenheimer
Christopher Knowlton is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Oppenheimer & Co. Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, utilizing a range of investment strategies aligned with client objectives.
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