Unclaimed
Martin Gaganelov is a financial advisor who has been in the industry since 2021. He is currently registered with Sequoia Financial Group, LLC in Florida and has previously been registered with LPL FINANCIAL LLC. Martin Gaganelov has Series 7TO, SIE and Series 66 licenses and specializes in providing financial planning, portfolio management, and pension consulting services. Martin Gaganelov has a diverse client base, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
01/17/2025 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
08/19/2021 - 06/28/2022
LPL FINANCIAL LLC (TAMPA FL)
BOTH
Issued 09/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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