linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karey Lynn Edwards

Sequoia Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karey? Claim Your Profile

About Karey Lynn Edwards

Karey Edwards is a financial advisor with Sequoia Financial Group, LLC, a firm that offers financial planning, investment management, and educational seminars to individuals, businesses, and charitable organizations. Karey has been in the financial services industry since 2005, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Karey holds a Series 7, Series 66, and SIE license.

Firm Information

Karey Edwards is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karey Edwards’s Registration & Firm History

OH

10/11/2023 - Present

Sequoia Financial Group, LLC (Mayfield Heights OH)

OH

09/08/2005 - 01/18/2022

ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)

Not sure if Karey Lynn Edwards is right for you?

Licenses & Designations

BOTH

Issued 08/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karey Lynn Edwards.
Not sure if Karey Lynn Edwards is right for you?