Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blair Casarona is a financial advisor at Sequoia Financial Group, LLC in Akron, Ohio. Robert has been in the financial services industry since 2015 and is registered with the state of Ohio. Robert holds a Series 7, 66, and SIE license and is a Certified Financial Planner. Robert's previous experience includes working with Royal Alliance Associates, Inc. Robert is a member of the Financial Planning Association of Northeast Ohio and the Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. Robert specializes in providing financial planning, investment management, and portfolio management services to individuals, high-net-worth individuals, corporations, 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
01/12/2022 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
01/28/2015 - 01/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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