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James K. Beakas

Berthel Fisher & Company Financial Services, Inc.

Financial Planner in Toledo, OH

Address:
3230 Central Park W, Ste 202
Toledo, OH 43617
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About James K. Beakas

James Beakas is a financial professional at Berthel Fisher & Company Financial Services, Inc. located in Toledo, Ohio. James Beakas holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65, S66 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

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Languages

James Beakas provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Beakas
3230 Central Park W, Ste 202
Toledo, OH 43617

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