Cleveland Securities

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id: 40800823
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4807 Rockside Road Suite 250
Independence, OH 44131

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(216) 573-1010
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Main categories:

Investigative Services

Related categories:

Business to Business

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Business Services

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Owner Message
  • Before becoming an Investment Adviser, I held positions in finance that allow me to put a trained eye on areas of finance that most advisors won’t help with. The first position was in lending; where I helped individuals and real estate investors with creative financing in order to accomplish their ownership goals. During that time, I used a variety of lending options from banks across the country. Advancing my career, I went into a management role with a regional bank to help retail and commercial bank customers with their banking, lending and investment needs. In 2010, I began to utilize my experience to better help people and begin my career as an Investment Adviser.

Additional information
  • Hours: Mon 08:00am-05:00pm, Tue 08:00am-05:00pm, Wed 08:00am-05:00pm, Thu 08:00am-05:00pm, Fri 08:00am-05:00pm
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