Unclaimed
Ashley Mays is an investment advisor representative with Sequoia Financial Group, LLC in Ohio. Ashley has been working in the financial services industry since 2021. Ashley is registered to provide investment advice in Ohio.
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
11/09/2022 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
10/05/2021 - 02/04/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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