Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McFerson is a registered Investment Advisor Representative (IAR) associated with Integrated Wealth Concepts LLC. Sean works in the Long Beach, CA office of Integrated Wealth Concepts LLC. Sean has been in the industry since 2012. Sean is a CPA and provides financial planning services to a variety of clients, including individuals, corporations, and charitable organizations. Sean's prior experience as a partner in a CPA firm has allowed Sean to develop a unique understanding of both accounting and financial planning needs. Sean has a strong commitment to providing personalized financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/24/2024 - Present
Integrated Wealth Concepts LLC (LONG BEACH CA)
Active
Inactive
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