Ricardo Gardea

from Cbiz Investment Advisory Services, LLC
SEC regulated
Regulated Investment Advisor
Ricardo Gardea is a financial advisor based in Ohio, Cleveland, with 14 years of experience. Ricardo currently works for Cbiz Investment Advisory Services, LLC. Ricardo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ricardo Gardea works at Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $6,453,176,238 of assets under management and employs about 91 people. Cbiz Investment Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and a percentage of assets under advisement
Office location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, Ohio, 44131

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