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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kriak is a financial advisor with MAI Capital Management, LLC. Sean is a CERTIFIED FINANCIAL PLANNER™ professional with over 22 years of experience in the financial services industry. Sean has a strong track record of providing personalized financial advice to individuals, families, and businesses. Sean specializes in retirement planning, investment management, and estate planning.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
OH
09/29/2022 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
03/02/2012 - 08/10/2022
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
08/20/2004 - 03/12/2012
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
MO
10/05/2000 - 08/30/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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