Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Petras is a financial advisor with Sequoia Financial Group, LLC. Brian has over 20 years of experience in the financial services industry. Brian has been registered as a financial advisor in Michigan since 2022. Prior to joining Sequoia Financial Group, LLC, Brian worked at Aurora Securities, Comerica Securities and MMS Securities, Inc. Brian holds Series 7, 52, 53, 63, and 66 securities licenses. Brian is also a Registered Representative with the state of Michigan. Brian specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, businesses, 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.
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2
OH
02/08/2022 - Present
Sequoia Financial Group, LLC (AKRON OH)
MI
08/01/2018 - 01/12/2022
AURORA SECURITIES (TROY MI)
MI
01/11/2002 - 10/07/2016
COMERICA SECURITIES (DETROIT MI)
MI
08/03/2001 - 12/13/2001
MMS SECURITIES, INC. (TROY MI)
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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