Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Fletcher is a registered investment advisor representative with OneDigital Investment Advisors. Sean has been in the industry since 2005 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Sean holds Series 7, Series 63, Series 65, and Series 66 securities licenses. Sean is committed to providing his clients with personalized financial 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
KS
11/21/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
UT
11/04/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SALT LAKE CITY UT)
UT
01/22/2010 - 10/15/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
01/01/2008 - 01/11/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
07/04/2005 - 05/21/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 05/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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