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Financial Advisors
31099 Chagrin Blvd
3rd Floor
Pepper Pike, OH 44124
3rd Floor
Pepper Pike, OH 44124
tel: 216-360-4900
toll free: 800-892-6126
fax: 216-360-4990
toll free: 800-892-6126
fax: 216-360-4990
Group Details
Fareed Siddiq, CFP®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Portfolio Management Director
Financial Planning Specialist
Senior Investment Management Consultant
Portfolio Management Director
Financial Planning Specialist
tel: 216-360-4900
toll free: 800-892-6126
fax: 216-360-4990
Professional Details
- 1980 - Present: Morgan Stanley Smith Barney*
- Trustee, The Diversity Center (formerly NCCJ)
- Trustee, AAA Ohio Motorists Association
- Trustee, Greater Cleveland Partnership
- Trustee, Cleveland Council on World Affairs
- Lifetime Trustee, The Hunger Network of Greater Cleveland
- Trustee, Ibn Sina Society
- Trustee, American Red Cross
- Vice Chairman, FBI Citizen Academy Foundation
- Trustee, Rotary World Community Service Foundation
- Member of the FBI Northern Ohio Hate Crimes Working Group
Fareed Siddiq, CFP® is licensed in the following state(s): AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WI, WV
Gloria A. Walas
Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 216-360-4900
toll free: 800-892-6126
fax: 216-360-4990
Professional Details
- 27 Years of Industry Experience
- The Bond Club of Cleveland
- Big Brother/Big Sister Association
Board Member - Cleveland Museum of Art Planned Giving Council
- Holden Arboretum
Gloria A. Walas is licensed in the following state(s): AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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