Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Haught is a financial advisor with over 30 years of experience in the financial services industry. Thomas is a Certified Financial Planner and Chartered Financial Consultant. Thomas is currently registered with Sequoia Financial Group, LLC, and is also a Managing Member of Drake Management, a real estate management firm. Thomas has previously held positions with VALMARK SECURITIES, INC. and LINSCO/PRIVATE LEDGER CORP. Thomas provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Thomas has a strong commitment to providing his clients with personalized financial advice and guidance.
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
01/31/2008 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
12/15/2005 - 12/31/2015
VALMARK SECURITIES, INC. (AKRON OH)
OH
12/01/1993 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (CLEVELAND OH)
MA
04/22/1991 - 12/09/1993
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
IA
10/08/1990 - 05/03/1991
E.I. SALES, INC. (DES MOINES IA)
IA
Issued 09/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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