Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Revak is an investment advisor representative currently registered with Sequoia Financial Group, LLC. Gregory has been in the financial services industry since June 2014. Gregory has experience in providing investment advice for individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles. Gregory is also 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.
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2
OH
10/11/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
02/26/2018 - 11/12/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (PEPPER PIKE OH)
OH
11/13/2014 - 11/20/2017
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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