Rick H Frato

Financial Advisor

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Location:

500 Market St, Steubenville, OH 43952

Industry:

Financial Services

Work:

Edward Jones - Chardon, OH since Jun 2009
Financial Advisor
Kellogg Company 2007 - 2009
Line Team Manager
Oatey Company 2005 - 2007
Safety Manager
Oatey Company 1998 - 2005
Production Manager

Education:

Skills:

Asset Protection Strategies
Financial Strategies
Strategic Planning
Business Retirement Plans
Education Savings
Individual Retirement Accounts
Mutual Funds
401 Options
Asset Allocation Strategies
Estate and Trust Services
Portfolio and Retirement Plan Reviews
Wealth Preservation Strategies
Estate and Legacy Strategies
Portfolio Review
Wealth Management
Wealth Protection Strategies
Wealth Transfer
Insurance
Investor Education Programs
Retirement Plan Options
Systematic Investing

Certifications:

Series 7, Series 66
Leadership Geauga County
Financial Industry Regulatory Authority

Rick Frato

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