Warren, OH Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

2

Of 380 advisors across 129 offices

Location

8922 E. Market Street

Warren OH 44484

Advisors at this office

2

Advisors at this office

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Michelle L

Warren, OH

Stratos Wealth Partners, Ltd

Michelle Laverty is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services under an open-architecture platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Nicole J

Series 63, Series 65

Warren, OH

Stratos Wealth Partners, Ltd

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, Jervis is co-owner of Jervis Insurance Agency and partner in Jervis Insurance Group, LLC, which provides insurance and tax preparation services. Stratos Wealth Partners offers advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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