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Sara Sydney Gans

Sequoia Financial Group, LLC

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About Sara Sydney Gans

Sara Gans is a financial advisor with Sequoia Financial Group, LLC. Sara has been in the financial industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sara holds the Series 7, Series 66, and SIE licenses. Sara is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Sara Gans is currently registered with Sequoia Financial Group, LLC. Sequoia Financial Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have approximately $19,964,189,243 in regulatory assets under management. The firm has offices in AKRON, OH.
Sequoia Financial Group, LLC

3500 EMBASSY PARKWAY

AKRON, OH 44333

$19.96B

Assets Under Management

100

Total Clients

126

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sara Gans’s Registration & Firm History

OH

07/10/2019 - Present

Sequoia Financial Group, LLC (AKRON OH)

OH

09/19/2014 - 12/15/2015

VALMARK SECURITIES, INC. (AKRON OH)

OH

04/01/2014 - 08/04/2014

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

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Licenses & Designations

BOTH

Issued 11/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Sydney Gans.
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