Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Snell is a financial advisor with Sequoia Financial Group, LLC, in Akron, Ohio. Patrick has been in the industry since 1989. Patrick has a strong background in financial planning and portfolio management and holds the Series 7, 24, 63 and 87 licenses. Patrick is also a Chartered Financial Analyst. Prior to joining Sequoia Financial Group, LLC, Patrick was a Chief Investment Officer at M Capital Advisors in Nashville, Tennessee for 16 years.
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
08/18/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
TN
06/27/2005 - 10/17/2007
AVONDALE PARTNERS, LLC (NASHVILLE TN)
WI
06/21/2000 - 07/06/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
04/07/1997 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
CA
12/06/1993 - 03/03/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
NY
08/22/1989 - 04/27/1993
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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