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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Friedman is a financial advisor currently registered with Sequoia Financial Group, LLC. Phillip has over 10 years of experience in the financial services industry and holds a Series 66, Series 7 and SIE license. Phillip has previously worked with Wells Fargo Clearing Services, LLC, VOYA Financial Advisors, Inc. and AXA Advisors, LLC. Phillip's current firm, Sequoia Financial Group, LLC, has a strong focus on providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable 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.
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2
OH
01/18/2024 - Present
Sequoia Financial Group, LLC (Mayfield Heights OH)
OH
07/30/2018 - 06/16/2021
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
OH
09/19/2016 - 03/03/2017
VOYA FINANCIAL ADVISORS, INC. (NORTH CANTON OH)
OH
01/01/2015 - 03/08/2016
AXA ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 08/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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