Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Christopher Baney is a financial advisor registered with Sequoia Financial Group, LLC, a firm that provides wealth management and financial planning services. Ryan has been in the financial services industry since 2012 and holds the Series 66, Series 7, and SIE licenses. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant. Sequoia Financial Group, LLC has been in business since 2011. They are headquartered in Akron, OH, and also have an office in Tampa, FL. The firm manages over $19 billion in assets for individual, corporate, and institutional clients.
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
07/10/2019 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
05/14/2012 - 12/16/2015
VALMARK SECURITIES, INC. (SUN CITY CENTER FL)
BOTH
Issued 12/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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