Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Michael Pinney is a financial advisor with Sequoia Financial Group, LLC. Evan is a registered investment advisor representative in Ohio and has been in the industry since September 2023. Evan's background includes experience with Lincoln Investment and Fleet One Leasing. Evan holds the Series 66, Series 7TO, and SIE licenses. Evan's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for individuals, businesses, and pooled investment vehicles.
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
08/28/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
09/02/2023 - 07/30/2024
LINCOLN INVESTMENT (INDEPENDENCE OH)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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