Unclaimed
Laura Beth Kiick is a financial advisor with Sequoia Financial Group, LLC. Laura has been in the industry since 2001 and is a Certified Financial Planner. Laura has experience working with individuals, families, and businesses to develop and implement financial plans. Laura is registered with the state of Ohio.
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
02/19/2016 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
01/31/2013 - 10/03/2013
CETERA ADVISORS LLC (AKRON OH)
NY
02/14/2006 - 01/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
11/11/2003 - 11/17/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
11/01/2001 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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