Unclaimed
Rochelle Baer is a financial advisor registered in Ohio. Rochelle currently works at Cetera Investment Services LLC in Canfield, OH. Rochelle has been a financial advisor since April 8, 2009, and has passed the Series 6, Series 63, and SIE exams. Before joining Cetera Investment Services LLC, Rochelle was with NATCITY INVESTMENTS, INC. in CANFIELD, OH.
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.
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.
1
2
OH
03/21/2013 - Present
Cetera Investment Services LLC (Canfield OH)
OH
09/16/2002 - 08/28/2006
NATCITY INVESTMENTS, INC. (CANFIELD OH)
BC
Issued 12/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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