Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Luke Gonzalez is an Investment Advisor Representative at Freestone Capital Management, LLC. Sean is a registered Investment Advisor in Washington state. He has been in the financial services industry since 2014 and has experience working with high net worth individuals, charitable organizations, and pooled investment vehicles. Sean holds the Series 65 license and is an active member of the industry.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
10/11/2021 - Present
Freestone Capital Management, LLC (SEATTLE WA)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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