Stacey ZahoranskiCRD Number: 5362235
Current Firm: Beacon Wealth Consultants, Inc.
Stacey Zahoranski (CRD# 5362235) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Akron, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Beacon Wealth Consultants, Inc.||Roanoke, VA||Jul 2013 - Current||3|
|Wells Fargo Advisors LLC||Akron, OH||Dec 2010 - Jul 2013||2|
|Robert W. Baird & Company||Akron, OH||Jan 2009 - Dec 2010||1|
|Citigroup Global Markets Inc.||Akron, OH||Jun 2007 - Jan 2009||1|
|Fifth Third Bank||Akron, OH||Oct 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management78MILLIONS
Total Number of Accounts711ACCOUNTS
Average Account Value$109,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, IN, KY, MI, MS, NC, NJ, OH, PA, SC, TX, VA, WV
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