Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean K. Osborn is a financial advisor with over 7 years of experience in the financial services industry. Sean is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative, serving clients in Pennsylvania and several other states. Sean has a broad range of experience, having previously worked for W&S Brokerage Services, Inc., Vocelli, and Temple University. Sean holds Series 6, 63, and 65 securities licenses and the SIE exam. He has also worked as a tax preparer and administrative assistant and has experience working with clients in a variety of sectors, including individuals, businesses, and charitable organizations.
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.
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.
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2
PA
08/14/2020 - Present
Osaic Wealth, Inc. (PHOENIXVILLE PA)
PA
01/09/2018 - 08/19/2020
W&S BROKERAGE SERVICES, INC. (WAYNE PA)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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