Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Knotek is a financial advisor with Sequoia Financial Group, LLC. Gerald has been in the industry since 1995. Gerald has a Series 7, Series 24, and Series 63 license. Gerald is also a Certified Financial Planner and a Personal Financial Specialist. Gerald has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Gerald provides financial planning, portfolio management, and pension consulting services. Gerald is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
11/27/2007 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
12/15/2005 - 12/31/2015
VALMARK SECURITIES, INC. (AKRON OH)
OH
06/26/2000 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (AKRON OH)
OH
02/15/1999 - 07/07/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
11/08/1995 - 02/13/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/08/1995 - 02/13/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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