Edward PavelCRD Number: 1376865
Current Firm: Citizens Securities, Inc.
Edward Pavel (CRD# 1376865) is an Investment Advisor Representative working at Citizens Securities, Inc. in Solon, OH and has over 11 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Citizens Securities, Inc.||Fairlawn, OH||Apr 2016 - Current||1|
|Fifth Third Bank||Parma, OH||Jan 2014 - Apr 2016||2|
|Fifth Third Securities||Parma, OH||Jan 2014 - Apr 2016||2|
|Axa Advisors||Cleveland, OH||Aug 2012 - Dec 2013||1|
|Bankers Life & Casualty||Pepper Pike, OH||Oct 2011 - Aug 2012||< 1|
|Lgp Business Services||Paramus, NJ||Jan 2010 - Oct 2011||1|
|Private Consulting Practice||Totowa, NJ||Jan 2007 - Dec 2009||2|
|Bear Stearns & Company, Inc.||New York, NY||Mar 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV