Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Johnston is a financial advisor at Osaic Wealth, Inc., based in Colorado Springs, CO. Sean has over 18 years of experience in the financial services industry. Sean has passed the Series 6, 7, 63, and 66 exams and has been registered in multiple states. Sean previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
NY
08/30/2024 - Present
Osaic Wealth, Inc. (JERICHO NY)
CO
12/21/2017 - 06/21/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
IL
01/18/2007 - 12/31/2012
PACKERLAND BROKERAGE SERVICES, INC. (NORTHBROOK IL)
WI
08/16/2005 - 01/19/2007
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
GA
03/31/2003 - 08/22/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
02/28/1997 - 04/23/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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