Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Myeroff is a financial advisor with over 35 years of experience in the financial services industry. Kevin is a Certified Financial Planner™ professional and holds several securities licenses including Series 7, 24, 51, 53, and 66. Kevin is currently registered with Sequoia Financial Group, LLC and has previously been registered with Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Kevin has a diverse background in financial planning and investment management, having worked with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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
01/12/2022 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
11/19/1989 - 11/02/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
NA
04/23/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 08/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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