Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Schleh is a financial professional with over 10 years of experience in the financial services industry. Chad currently works at Sequoia Financial Group, LLC. Chad holds the Series 6, Series 63, Series 65, and SIE licenses. Chad is also a Certified Financial Planner. Chad has previously worked at PNC INVESTMENTS, Citizens Securities, Inc., and Fifth Third Securities, Inc.
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
04/10/2024 - Present
Sequoia Financial Group, LLC (Beachwood OH)
OH
02/23/2018 - 07/16/2018
PNC INVESTMENTS (TOLEDO OH)
OH
07/06/2016 - 12/14/2017
CITIZENS SECURITIES, INC. (MAUMEE OH)
OH
05/01/2015 - 06/09/2016
FIFTH THIRD SECURITIES, INC. (PERRYSBURG OH)
IA
Issued 10/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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