David J. Ptacek
Sii Investments, Inc.
Financial Planner in Cleveland, OH
Address:5323 Pearl Rd
Cleveland, OH 44129
About David J. Ptacek
David Ptacek is a financial professional at Sii Investments, Inc. located in Cleveland, Ohio. David Ptacek holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S51, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Ptacek provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Ptacek5323 Pearl Rd
Cleveland, OH 44129
Phone Number:
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Website:
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