Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn L. Marchand is a financial advisor in Akron, OH. John has been in the industry since 2002 and is affiliated with Sequoia Financial Group, LLC. John is also a Certified Financial Planner. John has worked at several firms including Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated.
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
09/06/2017 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
07/01/2003 - 09/07/2017
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
NY
10/31/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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