Profiel
Carole Jean Weinberg worked as a Financial Advisor at Financial Planners of Cleveland, Inc. from 1993 to 2019.
She obtained an undergraduate degree from the University of Akron in 1986.
Eerdere bekende functies van Carole Jean Weinberg
Bedrijven | Functie | Einde |
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Financial Planners of Cleveland, Inc.
Financial Planners of Cleveland, Inc. Investment ManagersFinance Financial Planners of Cleveland, Inc., do-business-as NCA Financial Planners (NCA), is a registered investment advisor headquartered in Mayfield Heights, Ohio. It was founded by David Myeroff and Kevin Myeroff in 1986. In 2021, the firm was acquired by Sequoia Financial Advisors LLC, a subsidiary of Cohen Sequoia Enterprises Ltd. NCA provides investment advisory services to individuals, high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Corporate Officer/Principal | 01-10-2019 |
Opleiding van Carole Jean Weinberg
University of Akron | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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Financial Planners of Cleveland, Inc.
Financial Planners of Cleveland, Inc. Investment ManagersFinance Financial Planners of Cleveland, Inc., do-business-as NCA Financial Planners (NCA), is a registered investment advisor headquartered in Mayfield Heights, Ohio. It was founded by David Myeroff and Kevin Myeroff in 1986. In 2021, the firm was acquired by Sequoia Financial Advisors LLC, a subsidiary of Cohen Sequoia Enterprises Ltd. NCA provides investment advisory services to individuals, high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |