Unclaimed
Michael Christopher Redhead is a financial professional with over 20 years of experience in the industry. Michael has a strong background in wealth management and financial planning and is a Certified Financial Planner. Michael is currently employed by Sequoia Financial Group, LLC, where Michael has been a Senior Vice President of Private Client Services since June 2009. Previously, Michael worked for Valmark Securities, Inc. and Mutual Service Corporation. Michael is registered as an Investment Advisor Representative in Florida and holds Series 6, 7, 63 and 65 licenses. Michael provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, corporations, and non-profit organizations.
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
06/30/2009 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
06/01/2009 - 12/17/2015
VALMARK SECURITIES, INC. (SUN CITY CENTER FL)
FL
12/13/2004 - 06/02/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
NY
01/26/1993 - 12/17/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Redhead is the right advisor for you? Invested Better is here to help.