Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Bayne is a financial advisor with Onedigital Investment Advisors LLC. Sean has been in the financial industry for over 8 years and holds both Series 6 and Series 63 licenses, along with the SIE exam. Sean has experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Sean provides financial planning, pension consulting, and portfolio management services.
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.
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2
KS
02/29/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NY
04/26/2022 - 02/20/2024
HEALTHCARE COMMUNITY SECURITIES CORP. (RENSSELAER NY)
NY
06/01/2021 - 04/25/2022
CAPFINANCIAL SECURITIES, LLC. (New York NY)
NY
04/21/2016 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
IA
Issued 09/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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