Unclaimed
Michael Martin Wasylyshyn is an investment advisor representative of Sequoia Financial Group, LLC. Michael has been in the financial services industry for over 30 years, with past experience at Royal Alliance Associates, Inc., Kemper Securities Group, Inc. and Prescott, Ball & Turben, Inc. Michael holds the Series 63, Series 66, Series 7 and SIE securities licenses, as well as a state insurance license. Michael specializes in working with high-net-worth individuals, charitable organizations, corporations 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
01/12/2022 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
08/23/1991 - 02/25/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
MO
09/04/1990 - 06/28/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
02/14/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 08/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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