Aaron Switalski (CRD# 7370680) is an Investment Advisor Representative working at Northcoast Research Partners, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Northcoast Research Partners LLC | Cleveland, OH | Mar 2022 - Current | 2 |
Charles Schwab & Company, Inc. | Richfield, OH | Oct 2020 - Mar 2022 | 1 |
Unemployed | New York, NY | Mar 2020 - Oct 2020 | < 1 |
Planet Hollywood International / Buca Di Beppo | New York, NY | Jul 2017 - Mar 2020 | 2 |
Cafe Fiorello | New York, NY | Jun 2017 - Sep 2017 | < 1 |
American Academy Of Dramatic Arts | New York, NY | Sep 2016 - Jun 2017 | < 1 |
Schossler Enterprises | Chardon, OH | Mar 2013 - Sep 2016 | 3 |
Baldwin Wallace University | Berea, OH | Aug 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2021 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.