Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Pullar is a financial advisor with Sequoia Financial Group, LLC based in Akron, Ohio. Matthew has been in the financial services industry for over 15 years. Matthew is licensed to offer financial advice in both Ohio and Texas.
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
07/08/2019 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
02/01/2017 - 03/28/2018
THE HUNTINGTON INVESTMENT COMPANY (MENTOR OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (AKRON OH)
OH
06/25/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
12/21/2011 - 10/09/2012
PNC INVESTMENTS (CLEVELAND OH)
OH
11/13/2009 - 05/12/2010
PNC INVESTMENTS (AKRON OH)
OH
01/19/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (BRUNSWICK OH)
NY
09/03/2003 - 01/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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