William Venter

Current Employers

Employment History

• 10/2003 → Present
  Sequoia Financial Advisors, Llc
  Cleveland, OH
• 04/2012 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2003-10-30 → 2005-12-19
  Lpl Financial Llc
  Cleveland, OH

Other Businesses

1- SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - 10/2003. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION -MANAGING DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC. 2- NAME OF BUSINESS: WILLIAM VENTER (PRIOR BROKERAGE ACTIVITIES); BUSINESS ADDRESS: 10039 JUNIPER COURT, STRONGSVILLE, OH 44136; NATURE OF BUSINESS: FINANCIAL ADVISOR; NOT INVESTMENT RELATED; START DATE: APPROX. 1993; HOURS PER MONTH: 0; HOURS DURING TRADING HOURS: 0; POSITION: FINANCIAL ADVISOR; NO CLIENT INVOLVEMENT; DUTIES: PERIODICALLY RECEIVE SMALL CHECKS FROM MONY/AXA AND PRINCIPAL FOR PAST LIFE INSURANCE/DISABILITY INSURANCE CASES WRITTEN PRIOR TO WORKING WITH SEQUOIA;COMPENSATION: CHECKS TOTAL PROBABLY LESS THAN $100/YEAR RESIDUAL COMMISSIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-17

Designations

Other Names

• Bill Venter
• Wim Venter
• William Venter