Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Agahi is a financial advisor at Independent Financial Group, LLC. Sean has been in the financial industry since 1994 and is registered with the state of Texas as an investment advisor representative. Sean's previous employment history includes roles with FIRST ALLIED SECURITIES, INC., GENEOS WEALTH MANAGEMENT, INC., SECURITIES AMERICA, INC. and OAK BROOK SECURITIES CORP.. Sean holds the Series 7, Series 63, and Series 65 securities licenses and the SIE exam. Sean provides financial planning and portfolio management services to individuals, corporations, and businesses. Sean also has experience with providing pension consulting services. Sean is committed to helping clients reach their financial goals and provides a variety of services to meet the needs of different clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/17/2015 - Present
Independent Financial Group, LLC (Van Alstyne TX)
CA
06/15/2007 - 08/18/2015
FIRST ALLIED SECURITIES, INC. (SAN RAMON CA)
CA
05/04/2005 - 07/12/2007
GENEOS WEALTH MANAGEMENT, INC. (SAN RAMON CA)
NE
08/27/1997 - 05/05/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
IL
02/03/1994 - 10/23/1997
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
IA
Issued 08/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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