JM
Jocelyn Maldonado
View Jocelyn's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
N/A
Jan 2024 - Present · 11 months
N/A
Dec 2021 - Jan 2024 · 2 years and 1 months
N/A
Sep 2018 - Oct 2021 · 3 years and 1 months
Company Details
51-200 Employees
With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.FairportWealth.com. Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at www.LumaWealth.com. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
Year Founded
2001
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1350 Euclid Avenue Suite 400 Cleveland, Ohio 44115, US
Keywords
Wealth ManagementInvestment Managementportfolio managementtax planning
Discover More About Cleveland Clinic
Contact Details
  • Email AddressJ**@fairportwealth.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

Find verified contacts of Jocelyn Maldonado in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.