Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Charles West is an Investment Advisor Representative who is currently employed by Clear Creek Financial Management, LLC. Sean has been in the financial services industry for over 12 years. Prior to joining Clear Creek Financial Management, LLC, Sean worked for LPL Financial LLC and Edward Jones. Sean West has passed the Series 7 and Series 66 exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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ID
04/13/2019 - Present
Clear Creek Financial Management, LLC (Meridian ID)
ID
04/01/2011 - 05/10/2019
LPL FINANCIAL LLC (MERIDIAN ID)
ID
09/26/2007 - 04/05/2011
EDWARD JONES (BOISE ID)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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