Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patton is a registered investment advisor representative with Onedigital Investment Advisors. Sean has over 30 years of experience in the financial services industry. Sean's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Sean has held several positions in the industry, including with Cambridge Investment Research, Inc., GunnAllen Financial, Inc, Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NY
05/27/2021 - Present
Onedigital Investment Advisors (Rochester NY)
NY
02/04/2008 - 12/31/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCHESTER NY)
NY
02/24/2003 - 02/08/2008
GUNNALLEN FINANCIAL, INC (ROCHESTER NY)
NY
06/23/1995 - 02/25/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
02/01/1995 - 06/23/1995
BHCM INC. (HOUSTON TX)
VA
07/01/1993 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
04/07/1992 - 07/08/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/18/1990 - 04/09/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/01/1992 - 04/06/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/07/1989 - 01/29/1990
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
07/20/1988 - 11/22/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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