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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Andrew Yambor is a financial advisor with Sequoia Financial Group, LLC. Albert has been working in the financial services industry since 2010 and holds a Series 66, Series 7, and SIE license. Albert is also a Certified Financial Planner. He provides financial planning, portfolio management for businesses and individuals, and educational seminars. He is registered to provide investment advisory services in Ohio. Albert specializes in providing financial guidance to individuals, corporations, charitable organizations, and pooled investment vehicles. Albert has previous experience with PNC Investments and Edward Jones. He is affiliated with Sequoia Financial Group, LLC and Sequoia Financial Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
09/24/2019 - Present
Sequoia Financial Group, LLC (AKRON OH)
MI
02/19/2014 - 12/06/2018
PNC INVESTMENTS (LANSING MI)
OH
11/10/2011 - 06/25/2013
PNC INVESTMENTS (WADSWORTH OH)
OH
07/27/2010 - 10/20/2011
EDWARD JONES (WOOSTER OH)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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