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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annelise? Claim Your ProfileAnnelise McCauley is a financial advisor with Sequoia Financial Group, LLC, located in Akron, OH. Annelise has been in the financial services industry since 2002. Annelise is registered in Ohio and has a Series 7, Series 63, and SIE license. She is also a Certified Financial Planner. Annelise has experience working with high-net-worth individuals, charitable organizations, corporations, pooled investment vehicles, and pension and profit-sharing plans. Annelise provides financial planning, portfolio management, educational seminars, and pension consulting services. Annelise has previously worked at Valmark Securities, Inc., and Linsco/Private Ledger Corp. The firm manages assets of over $19 billion for individual and institutional clients.
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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2
OH
05/18/2005 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
12/15/2005 - 12/17/2015
VALMARK SECURITIES, INC. (AKRON OH)
SC
10/25/2002 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 08/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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