Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Ross is an investment advisor representative registered in both Ohio and Texas. Melanie currently works for Sequoia Financial Group, LLC, a firm with offices in Mayfield Heights, OH and Akron, OH. Melanie is also a Certified Financial Planner. Melanie has been in the industry since 2000 and previously worked for Royal Alliance Associates, Inc. Prior to joining Sequoia Financial Group, LLC, Melanie was associated with Financial Planners of Cleveland, Inc. DBA NCA Financial Planners, and she was also a licensed insurance agent for the company.
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
10/11/2023 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
04/16/2002 - 03/16/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BOTH
Issued 07/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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