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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Michelle Senn is an Investment Advisor Representative at Sequoia Financial Group, LLC. Kathryn is a Certified Financial Planner and has been in the industry since July 2017. Kathryn's expertise is in financial planning, portfolio management, and retirement planning. Kathryn is registered with the state of Ohio. Kathryn is dedicated to providing personalized financial advice to her clients. Kathryn is committed to helping clients achieve their financial 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.
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OH
01/16/2020 - Present
Sequoia Financial Group, LLC (AKRON OH)
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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