Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick has over 28 years of experience in the financial services industry. Sean is a registered representative of Cambridge Investment Research Advisors, Inc. and is also an investment advisor representative for THE Renaissance Group. Sean has worked for several other firms, including CETERA ADVISORS LLC, LPL FINANCIAL LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Sean provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Sean is also a licensed insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/21/2022 - Present
Cambridge Investment Research Advisors, Inc. (Ventura CA)
CA
05/22/2015 - 01/21/2022
CETERA ADVISORS LLC (VENTURA CA)
CA
10/09/1997 - 06/05/2015
LPL FINANCIAL LLC (VENTURA CA)
MN
03/18/1994 - 10/20/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/18/1994 - 10/20/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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