Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Venter is a financial advisor with over 20 years of experience in the industry. William is currently registered as a Registered Representative with Sequoia Financial Group, LLC and is also a Certified Financial Planner. William has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. William specializes in financial planning, portfolio management, and pension consulting.
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
01/12/2007 - Present
Sequoia Financial Group, LLC (AKRON OH)
OH
12/15/2005 - 12/17/2015
VALMARK SECURITIES, INC. (CLEVELAND OH)
SC
10/29/2003 - 12/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
07/15/2002 - 11/04/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
10/04/2000 - 09/11/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
GA
07/30/1996 - 10/02/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
06/30/1993 - 07/31/1996
MONY SECURITIES CORP. (NEW YORK NY)
OH
05/11/1993 - 05/19/1993
FIRST SCIOTO FINANCIAL SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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