Robert Blair Casarona

Current Employers

Employment History

• 05/2015 → 01/2022
  Financial Planners Of Cleveland Inc. Dba Nca Financial Planners
  Mayfield Heights, OH
• 01/2015 → 01/2022
  Royal Alliance Associates, Inc.
  Cleveland, OH
• 01/2022 → Present
  Sequoia Financial Group, Llc.
  Mayfield Heights, OH

Previous Registrations

• 2015-05-28 → 2022-11-07
  Nca Financial Planners
  Mayfield Heights, OH

Other Businesses

1. THE FINANCIAL PLANNING ASSOCIATION OF NORTHEAST OHIO; POSITION: Chair of the FPA of Northeast Ohio NexGen committee NATURE: Non-profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2019; ADDRESS: Suite 6007535 E. Hampden Ave, Denver CO 80231, United States; DESCRIPTION: As Chair of the FPA of Northeast Ohio NexGen committee, my role is to organize chapter events and manage NexGen membership needs. The FPA views NexGen members as those under the age of 36. 2. FINANCIAL PLANNERS OF CLEVELAND, INC. DBA NCA FINANCIAL PLANNERS POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/29/2015 ADDRESS: 6095 Parkland Blvd., Suite 210, Mayfield Heights OH 44124, United States DESCRIPTION: Sit in client meetings and take meeting notes and complete any "follow up" tasks that arise during the meeting, research investments, complete client paperwork/applications, schedule meetings, client service. 3. NORTHERN OHIO ITALIAN ASSOCIATION (NOIA) POSITION: Finance Committee Member NATURE: 501c3 nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 2026 Murray Hill Rd, Cleveland OH 44106, United States DESCRIPTION: The Finance committee shall include a minimum of seven (7) members and a maximum of nine (9) members. The Finance Committee is responsible for reviewing and monitoring fiscal procedures, the investment portfolio, and the annual budget and related financial results. The Executive Committee must approve the budget, including any substantial changes.I will not be making individual investment recommendations, the entire committee reviews the investment portfolio but decisions are directed by the executive committee. I will also not be responsible for handling/controlling any funds nor will I have check writing/signing privileges.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-16

Designations