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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Callinan is an Investment Advisor Representative at Fisher Investments. Sean has been in the industry since 1992 and has been with Fisher Investments since 2004. Sean is registered to provide investment advice in California and Texas. Sean specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Sean has experience with various investment products and strategies, including equities, fixed income, and alternatives. Sean is committed to providing clients with personalized investment advice and guidance to help them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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CA
02/07/2022 - Present
Fisher Investments (HEALDSBURG CA)
NY
04/24/2001 - 10/18/2001
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
AZ
10/03/1997 - 12/08/1999
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
ME
08/06/1997 - 09/30/1997
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
AZ
09/02/1994 - 03/07/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
04/29/1992 - 09/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/1992 - 09/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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