Unclaimed Profile

Carole Jean Weinberg

FINANCIAL PLANNERS OF CLEVELAND, INC.·MAYFIELD HEIGHTS, Ohio

Clean recordFINANCIAL PLANNERS OF CLEVELAND, INC.

6095 PARKLAND BLVD., SUITE 210, MAYFIELD HEIGHTS, OH 44124CRD# 2437514Firm CRD# 120086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carole Jean Weinberg · MAYFIELD HEIGHTS, OH

Registration

CRD #2437514 · FINANCIAL PLANNERS OF CLEVELAND, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carole Jean Weinberg is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with FINANCIAL PLANNERS OF CLEVELAND, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FINANCIAL PLANNERS OF CLEVELAND, INC.

NCA FINANCIAL PLANNERS

AUM

$759M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PLANNERS OF CLEVELAND, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Other: FEE FOR MONITORING THIRD PARTY MANAGERS

Regulatory

SEC/IARD CRD# 2437514

Firm CRD# 120086

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carole Jean Weinberg offer?

Carole Jean Weinberg specializes in Financial Planning, Investment Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are Carole Jean Weinberg's credentials?

Carole Jean Weinberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carole Jean Weinberg located?

Carole Jean Weinberg is based in MAYFIELD HEIGHTS, Ohio, working with FINANCIAL PLANNERS OF CLEVELAND, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does Carole Jean Weinberg charge for services?

Carole Jean Weinberg's firm is compensated through percentage of aum, subscription fees, other: fee for monitoring third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNERS OF CLEVELAND, INC.?

FINANCIAL PLANNERS OF CLEVELAND, INC. has approximately 22 employees and manages $759M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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