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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Sobolewski is an investment advisor representative with Sequoia Financial Group, LLC, based in Akron, Ohio. Stephanie has been in the financial industry for several years, previously working at Charles Schwab & Co., Inc., in Sarasota, Florida. Stephanie has a strong background in the industry, having passed the Series 66, Series 7TO, Series 9 and Series 10 exams. Stephanie is registered with the state of Florida. Sequoia Financial Group, LLC is a Registered Investment Advisor specializing in providing investment advisory services to individuals, businesses, and organizations. The firm offers a variety of services, including financial planning, portfolio management, and pension consulting. They also provide educational seminars and publications on investment-related topics.
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
07/03/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
02/21/2020 - 03/14/2023
CHARLES SCHWAB & CO., INC. (Sarasota FL)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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