Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Orick is a financial advisor at Onedigital Investment Advisors. Sean has over 20 years of experience in the financial services industry. Sean is registered with the state of Florida as an Investment Advisor Representative. Sean specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Sean's current and previous employers include Triad Advisors, Resources Investment Advisors, Inc., and Independent Financial Group LLC. Sean is a highly experienced financial advisor with a strong track record of success in providing personalized financial advice to clients.
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.
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.
1
2
FL
01/01/2025 - Present
Onedigital Investment Advisors (Saint Petersbug FL)
FL
03/07/2017 - 12/04/2019
TRIAD ADVISORS LLC (St. Petersburg FL)
FL
07/24/2014 - 03/07/2017
INDEPENDENT FINANCIAL GROUP, LLC (Ft. Lauderdale FL)
FL
12/09/2013 - 07/21/2014
FINANCIAL TELESIS INC (TAMPA FL)
FL
01/08/2001 - 12/10/2013
SECURITIES RESEARCH, INC. (VERO BEACH FL)
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sean Orick is the right advisor for you? Invested Better is here to help.
