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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Grove is an Investment Advisor Representative at Sequoia Financial Group, LLC. Daniel is licensed in Ohio and holds the Series 65 license. Daniel has been in the industry since June 2023. Prior to joining Sequoia Financial Group, LLC, Daniel worked at Miami University, Avon Lake High School, and Learwood Middle School. Daniel specializes in providing financial advice to individuals, businesses, and investment companies.
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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OH
11/21/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
IA
Issued 11/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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