Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean O'Brien is a financial advisor with Osaic Wealth, Inc. Sean has been in the financial services industry since August 2008. Sean is registered with the state of California and Tennessee and holds the Series 6, 7, 63 and 66 securities licenses. Sean also holds the SIE exam and is a Certified Financial Planner. Sean has experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses and institutions. Sean is a dedicated professional who is committed to helping clients 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.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
TN
05/14/2013 - 06/14/2024
SECURITIES AMERICA, INC. (Monterey TN)
CA
01/04/2011 - 05/14/2013
FINANCIAL TELESIS INC (CAMPBELL CA)
CA
08/04/2008 - 12/31/2010
PLANMEMBER SECURITIES CORPORATION (SCOTTS VALLEY CA)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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