Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry. Marissa Beyer 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.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidato Wealth LLC | Middleberg Heights, OH | Aug 2020 - Current | 3 |
| True Wealth Design, LLC | Akron, OH | Jul 2015 - Aug 2020 | 5 |
| Rav Financial Services, LLC | Beachwood, OH | Oct 2005 - Jun 2015 | 9 |
- OH
-
Total Assets Under Management334MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$346,582
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX
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