Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rainer? Claim Your ProfileRainer Anton Schertel is an investment advisor representative with Everhart Advisors in Dublin, Ohio. Rainer has been in the financial services industry since 2018. Rainer holds the Series 6 and SIE licenses, and has passed the Uniform Investment Adviser Law Examination. Prior to working with Everhart Advisors, Rainer was employed with MID ATLANTIC CAPITAL CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
01/03/2023 - Present
Everhart Advisors (DUBLIN OH)
OH
08/27/2018 - 03/30/2020
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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