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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 Steven Kantra is a financial advisor who has been working in the industry since 1987. Albert is currently a Senior Vice President, Private Client Services with Sequoia Financial Group, LLC. Albert has previously held roles with Natcity Investments, Inc., Natcity Insurance Services, Inc. and Advest, Inc. Albert is registered with the state of Ohio and holds Series 7 and Series 63 licenses. Albert specializes in providing wealth management and financial planning services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
OH
01/08/2019 - Present
Sequoia Financial Group, LLC (AKRON OH)
MI
03/20/2001 - 07/10/2009
NATCITY INVESTMENTS, INC. (TROY MI)
OH
03/20/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NA
07/22/1987 - 01/02/1989
ADVEST, INC.
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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