Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Faller De nitto is a financial advisor who is currently registered with Sequoia Financial Group, LLC and has been with the firm since July 2021. Elizabeth has been in the financial industry for over 15 years and is a Certified Financial Planner. She is a Vice President and Family Wealth and Financial Advisor at Sequoia Financial Group, LLC. Prior to joining Sequoia Financial Group, LLC, Elizabeth was with Paragon Advisors, Inc. in Shaker Heights, Ohio. Elizabeth is a registered Investment Advisor Representative in Ohio and is currently active in the state of Ohio. Elizabeth's firm, Sequoia Financial Group, LLC provides financial planning, pension consulting, and portfolio management services to individuals, families, businesses, and institutions.
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.
1
2
OH
12/06/2021 - Present
Sequoia Financial Group, LLC (Beachwood OH)
Active
Inactive
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