Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Mutch is a financial advisor who has been in the industry since 2014. She has worked with Royal Alliance Associates, Inc., Mutual Securities, Inc., and Petso Financial Consutlants, LLC. Erika is currently employed by Sequoia Financial Group, LLC. She is registered with the state of Ohio and holds the Series 7, Series 66, and SIE licenses. Erika specializes in portfolio management for businesses, individuals, and pooled investment vehicles, and she also provides financial planning services. Erika is a Certified Financial Planner.
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
05/13/2022 - Present
Sequoia Financial Group, LLC (AKRON OH)
ID
05/24/2017 - 03/16/2018
MUTUAL SECURITIES, INC. (Boise ID)
OH
11/04/2014 - 04/05/2017
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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