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Danielle Serlin

Sequoia Financial Group, L.L.C.

Troy, MI

Akron, OH

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

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-11-16
  • MI RA
    APPROVED
    Since 2022-11-16

Branch Locations

5480 Corporate Dr., Suite 100, Troy, MI 48098 • 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
City Center Financial, Llc Troy MI 04/2022 10/2022
Ohg Michigan Bloomfield Hills MI 08/2016 07/2017
City Center Advisors, Llc Troy MI 12/2018 02/2022
Team Divisha Financial Bingham Farms MI 02/2022 03/2022
City Center Advisors, Llc Troy MI 04/2022 10/2022
City Center Financial, Llc Troy MI 10/2018 02/2022
Corecap Advisors, Inc. Troy MI 05/2018 12/2018
Sequoia Financial Group Troy MI 11/2022 Present
City Center Financial Troy MI 08/2017 05/2018
  • 04/2022 → 10/2022
    City Center Financial, Llc
    Troy, MI
  • 08/2016 → 07/2017
    Ohg Michigan
    Bloomfield Hills, MI
  • 12/2018 → 02/2022
    City Center Advisors, Llc
    Troy, MI
  • 02/2022 → 03/2022
    Team Divisha Financial
    Bingham Farms, MI
  • 04/2022 → 10/2022
    City Center Advisors, Llc
    Troy, MI
  • 10/2018 → 02/2022
    City Center Financial, Llc
    Troy, MI
  • 05/2018 → 12/2018
    Corecap Advisors, Inc.
    Troy, MI
  • 11/2022 → Present
    Sequoia Financial Group
    Troy, MI
  • 08/2017 → 05/2018
    City Center Financial
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-17
  • S65 Uniform Investment Adviser Law Examination
    2018-05-17
Designations
Other Names
  • Danielle Nichole Serlin

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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