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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Weaver is a Senior Vice President, Financial Advisor at Sequoia Financial Group, LLC. James has been in the financial services industry since 1987. James is registered as an Investment Advisor Representative in Ohio. James has a Series 7, 63 and 65 license. James specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and education seminars. James also offers investment advice to individuals, high-net-worth individuals, corporations or other businesses, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. James' experience and expertise allows to develop and implement customized financial plans that meet his clients' unique needs and 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.
1
2
OH
12/20/2021 - Present
Sequoia Financial Group, LLC (Cleveland OH)
GA
12/23/1997 - 06/08/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
03/04/1994 - 12/31/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
09/30/1991 - 02/27/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
06/30/1987 - 09/11/1990
AT INVESTMENT SERVICES CORP.
NA
03/24/1987 - 05/08/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 12/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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