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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelley is an Investment Advisor Representative at Sequoia Financial Group, LLC, located in Akron, OH. Michael has been in the financial industry since 2010. Michael has passed the Series 7, 66, and 65 exams, and is registered in Pennsylvania. Michael has worked in the financial industry at Vanguard Marketing Corporation and Wells Fargo Advisors Financial Network, LLC in the past. Michael's experience and certifications allow Michael to provide financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
PA
03/07/2023 - Present
Sequoia Financial Group, LLC (BERWYN PA)
PA
08/28/2013 - 08/21/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
02/24/2010 - 08/19/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SUMMIT NJ)
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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