Best Investors Account Sign in
Current Employers
Vantage Financial Group, Inc.

6200 Rockside Road, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 1999-08-13
  • OH RA
    APPROVED
    Since 1999-08-13

Branch Locations

6200 Rockside Road Suite 100, Cleveland, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Currently Unemployed Brecksville OH 05/1989 Present
Vantage Financial Group Cleveland OH 01/1990 Present
Cetera Wealth Services, Llc El Segundo CA 09/2013 Present
  • 05/1989 → Present
    Currently Unemployed
    Brecksville, OH
  • 01/1990 → Present
    Vantage Financial Group
    Cleveland, OH
  • 09/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

1) INDEPENDENT INSURANCE AGENT (DISABILITY, LIFE/ACCIDENT/HEALTH) 1 SECURITIES TRADING HOURS WEEKLY, 1 NON SECURITIES TRADING HOURS WEEKLY, START DATE 1/1990 2) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED ADDRESS ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2019 ; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES ; 3) NAME OF OTHER BUSINESS: 6200 ROCKSIDE ROAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: BUILDING OWNERSHIP ; START DATE: 01/2015 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: LLC OWNS THE BUILDING THAT VANTAGE FINANCIAL GROUP LEASES ;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-11-20
  • S63 Uniform Securities Agent State Law Examination
    1992-11-20
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor