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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Welsh is a financial advisor with Sequoia Financial Group, LLC, in Akron, OH. Heather Welsh has been in the industry since 2007. She is licensed to sell securities in Ohio. Heather Welsh has Series 7, SIE, and Series 66 licenses. She holds the designation Certified Financial Planner. Sequoia Financial Group, LLC is a Registered Investment Advisor with 41 investment advisor representatives and 6 registered representatives. The firm provides financial planning, portfolio management, and educational seminars.
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
09/07/2007 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
09/05/2007 - 02/24/2015
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 11/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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