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Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-11
OH RA APPROVED 2022-01-12
  • TX RA
    APPROVED
    Since 2023-10-11
  • OH RA
    APPROVED
    Since 2022-01-12

Branch Locations

6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates Inc. Cleveland OH 11/2001 03/2022
Financial Planners Of Cleveland, Inc. Dba Nca Financial Mayfield Hts OH 06/2000 01/2022
Sequoia Financial Group, Llc Mayfield Heights OH 01/2022 Present
  • 11/2001 → 03/2022
    Royal Alliance Associates Inc.
    Cleveland, OH
  • 06/2000 → 01/2022
    Financial Planners Of Cleveland, Inc. Dba Nca Financial
    Mayfield Hts, OH
  • 01/2022 → Present
    Mayfield Heights, OH
Previous Registrations
  • 2004-10-15 → 2022-11-07
    Nca Financial Planners
    Mayfield Heights, OH
Other Businesses

1) INVESTMENT ADVISOR REPRESENTATIVE OF INDEPENDENT RIA, FINANCIAL PLANNERS OF CLEVELAND, INC. DBA NCA FINANCIAL PLANNERS. THIS BUSINESS IS INVESTMENT RELATED. APPLICANT IS EMPLOYEE OF FIRM STARTING 9/05. APPROX. 80% OF TIME DEVOTED DURING SECURITIES TRADING HOURS. DUTIES ARE TO ADVISE CLIENTS ON INVESTMENTS TO PURCHASE TO MEET THEIR GOALS. 2) LICENSED INSURANCE AGENT - 2/25/03-CURRENT- 10 HRS/MO - TERM INSURANCE AND LONG TERM CARE - FOR FINANCIAL PLANNERS OF CLEVELAND, INC. DBA NCA FINANCIAL PLANNERS. 3) LOCAL TV NEWS AND RADIO SHOW SPOT, NON INVESTMENT RELATED, ON AIR TALENT FOR LOCAL STATION IN CLEVELAND OHIO, STARTING AUGUST 2013, LESS THAN 1 HOUR PER MONTH SPENT DURING TRADING HOURS. 4) POA FOR GEORGIA ROSS POSITION: Power of Attorney NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 4383 Executive Cir NW, Canton OH 44718, United States DESCRIPTION: I am the Power of Attorney for my mother-in-law's investment accounts held at Ameriprise Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-19
  • S66 Uniform Combined State Law Examination
    2010-07-19
Designations
Other Names
  • Melanie R Beebe
  • Melanie R. Beebe
  • Melanie Roseann Beebe

View on SEC IAPD

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