Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Sternheimer is a financial advisor with over 25 years of experience in the industry. Laura currently works at Sequoia Financial Group, LLC and is a Senior Client Relationship Manager with Cirrus Wealth Management. Laura holds a Series 7, Series 24 and Series 63 license as well as the SIE designation. She is a Certified Financial Planner and has extensive experience working with high-net-worth clients, placing trades, and serving as a Chief Compliance Officer. Laura has previously worked at TRIAD ADVISORS LLC, ROYAL ALLIANCE ASSOCIATES, INC., MULTI-FINANCIAL SECURITIES CORPORATION, MML INVESTORS SERVICES, INC., DONAHUE SECURITIES, INC., MW MANAGEMENT COMPANY, and MCDONALD & COMPANY SECURITIES, INC..
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
06/16/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
04/25/2018 - 06/21/2023
TRIAD ADVISORS LLC (Cleveland OH)
OH
03/12/2010 - 04/25/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CLEVELAND OH)
OH
04/11/2006 - 03/15/2010
MULTI-FINANCIAL SECURITIES CORPORATION (CLEVELAND OH)
MA
06/12/2000 - 02/17/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
OH
07/20/1999 - 06/20/2000
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
03/04/1997 - 07/29/1999
MW MANAGEMENT COMPANY (EUCLID OH)
OH
08/26/1996 - 02/14/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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