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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robb is a financial advisor in Akron, OH. Gregory is registered with Sequoia Financial Group, LLC, and is an Investment Advisor Representative for Sequoia Financial Advisors, LLC. Gregory has over 20 years of experience in the financial services industry and has held positions at several firms including Wells Fargo Advisors, LLC, PNC Investments, NATCITY INVESTMENTS, INC., COMMONWEALTH FINANCIAL NETWORK and DEAN WITTER REYNOLDS INC. Gregory is a graduate of the University of Akron and holds a Series 7, Series 63, Series 52 and Series 66 license. Gregory specializes in providing financial planning and investment management services to individuals and families, corporations, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and other investment advisers.
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
02/07/2022 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
07/23/2010 - 02/28/2012
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
11/13/2009 - 12/31/2009
PNC INVESTMENTS (CLEVELAND OH)
OH
12/05/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MA
06/22/2000 - 02/28/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
10/30/1998 - 06/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
11/19/1996 - 11/09/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MI
08/29/1995 - 11/22/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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