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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Grossman is a financial advisor registered with Sequoia Financial Group, LLC based in Akron, OH. Brian has over 10 years of experience in the financial industry and holds Series 6, 7, 63, 65 and SIE licenses. Brian's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Brian has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian previously worked for The Huntington Investment Company and LPL Financial LLC. Brian is committed to providing clients with personalized financial advice to help them reach 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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2
OH
07/16/2020 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
02/01/2017 - 07/10/2020
THE HUNTINGTON INVESTMENT COMPANY (AKRON OH)
OH
03/12/2014 - 02/01/2017
LPL FINANCIAL LLC (AKRON OH)
OH
11/13/2009 - 12/19/2013
PNC INVESTMENTS (CLEVELAND OH)
OH
03/02/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (NORTH ROYALTON OH)
IA
Issued 09/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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