Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Robert Chuna is a financial advisor with Sequoia Financial Group, LLC in Akron, Ohio. Trevor has been in the financial services industry since 2005. Trevor's background includes experience with VALMARK SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Trevor holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Trevor is also a Chief Technology Officer for Sequoia Financial Group, LLC.
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
04/27/2007 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
03/29/2007 - 02/24/2015
VALMARK SECURITIES, INC. (AKRON OH)
OH
12/05/2005 - 03/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
BOTH
Issued 01/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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