Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Heider is an investment advisor representative with Sequoia Financial Group, LLC, a firm based in Akron, Ohio. Ryan has over 10 years of experience in the financial industry, having previously worked at Triad Advisors LLC and Royal Alliance Associates, Inc. Ryan holds the Series 66, Series 7, and SIE licenses and is registered to provide investment advice in Ohio. Ryan specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Ryan has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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
06/15/2023 - Present
Sequoia Financial Group, LLC (Akron OH)
OH
04/24/2018 - 06/21/2023
TRIAD ADVISORS LLC (Cleveland OH)
OH
08/25/2017 - 04/25/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CLEVELAND OH)
BOTH
Issued 03/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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