Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Ries is a financial advisor registered with Independent Financial Partners, where Sean Ries provides investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Sean Ries has been in the financial industry since December 22, 1994 and is currently licensed in Alabama, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Minnesota, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Sean Ries was previously registered with Grove Point Investments, LLC and VeraVest Investments, Inc. Sean Ries also has a background in insurance and real estate. Sean Ries has a Board Member role at Manor Home Owners Association.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
PA
11/06/2024 - Present
Independent Financial Partners (Wexford PA)
PA
03/03/2003 - 05/03/2024
GROVE POINT INVESTMENTS, LLC (WEXFORD PA)
MA
12/23/1994 - 03/06/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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