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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norborne? Claim Your ProfileNorborne Gee Smith is a registered Investment Advisor Representative with Sequoia Financial Group, LLC. Norborne has been in the financial industry for over 30 years and holds the Series 3, 5, 7, 8, 15, 63 and 65 licenses. Norborne is a financial advisor who specializes in providing financial planning, pension consulting, educational seminars, portfolio management, and publication of periodicals. Norborne is a highly experienced and qualified financial advisor, and is committed to providing their clients with the highest level of service and expertise.
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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2
OH
03/06/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
PA
11/20/2000 - 05/31/2013
GOLDMAN, SACHS & CO. (PHILADELPHIA PA)
NY
08/25/1989 - 11/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/22/1985 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 12/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/26/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/03/1985
Series 5 - Interest Rate Options Examination
BC
Issued 06/18/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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