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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Cosgray is a financial advisor with Sequoia Financial Group, LLC, a wealth management and financial planning firm. Angela is registered to provide investment advice in Ohio and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. Angela has a strong track record of helping clients achieve their financial goals.
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
07/15/2021 - Present
Sequoia Financial Group, LLC (Dublin OH)
OH
11/03/2016 - 01/08/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
12/09/2014 - 12/14/2015
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
09/28/2010 - 11/11/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
12/19/2000 - 11/20/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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