Career history of Carole Jean Weinberg
Former positions of Carole Jean Weinberg
| Companies | Position | Start | End |
|---|---|---|---|
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 | 01/12/1993 | 01/10/2019 |
Training of Carole Jean Weinberg
| University of Akron | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Carole Jean Weinberg
- Experience
