Unclaimed
Sean Figueroa is a financial advisor with Evergreen Capital Management LLC. Sean has been a registered investment advisor for over 23 years. Sean has worked with a variety of clients, including high-net-worth individuals, families, and businesses. Sean's areas of expertise include financial planning, portfolio management, and investment advice. Sean holds the Series 63, Series 65, Series 7 and Series 2 securities licenses. Sean is also a Certified Financial Planner™ and a Chartered Financial Analyst®.
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.
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.
Unsolicited investment advice on an ad hoc basis
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.
Negotiated fees for ad hoc unsolicited investment advice
1
2
WA
04/13/2017 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
MA
10/13/1999 - 12/31/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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