Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Blankenship is a financial advisor with Sequoia Financial Group, LLC, with a focus on wealth management and financial planning. Amanda holds the Series 65 license and is a Certified Financial Planner. Amanda has been in the industry since 2016 and has extensive experience in helping clients with a range of needs, including individuals, families, and businesses. Amanda has worked with Sequoia Financial Group and its predecessor firms since 2016.
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
10/12/2023 - Present
Sequoia Financial Group, LLC (Beachwood OH)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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