Molly Balunek, financial advisor Pepper Pike OH

Molly Balunek

CRD Number: 2841031
Current Firm: Endeavor Wealth Advisors, LLC

Molly Balunek (CRD# 2841031) is an Investment Advisor Representative working at Endeavor Wealth Advisors, LLC in Pepper Pike, OH and has 1 year of experience in the finance industry. Molly Balunek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Endeavor Wealth Advisors, LLC Pepper Pike, OH May 2019 - Current 4
Laurel Tree Advisors, LLC Cleveland, OH Aug 2013 - Current 10

Molly Balunek has no recent exams reported.
Contact Info for Molly B. Balunek
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $412,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, OH

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