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Sean Marshall Cisney

HBW Advisory Services LLC

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About Sean Marshall Cisney

Sean Cisney is an investment advisor representative with HBW Advisory Services LLC. Sean is a registered Investment Advisor in Illinois and Texas. Sean has over 20 years of experience in the financial services industry and holds the Series 6, 7, 63, and 65 securities licenses. Sean specializes in providing financial planning, estate planning, and wealth management services to individuals, businesses, and high-net-worth clients. Sean is committed to providing clients with personalized financial advice that meets their unique needs.

Firm Information

Sean Cisney is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Cisney’s Registration & Firm History

IL

04/04/2019 - Present

HBW Advisory Services LLC (ALSIP IL)

IL

07/16/2003 - 05/12/2016

DEAWM DISTRIBUTORS, INC. (CHICAGO IL)

IL

10/06/2007 - 10/11/2007

DEAM INVESTOR SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Marshall Cisney.
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