Unclaimed
Sean Michael Rayburn is a financial advisor at Allworth Financial, LP. Sean has been in the financial services industry since 2016 and has experience providing financial advice to individuals, businesses, and non-profit organizations. He has a wide range of expertise in areas such as financial planning, retirement planning, and investment management. Sean is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses.
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.
1
2
GA
07/14/2023 - Present
Allworth Financial, LP (Marietta GA)
GA
01/09/2019 - 10/25/2022
SAGEPOINT FINANCIAL, INC. (MARIETTA GA)
GA
04/19/2016 - 01/03/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 03/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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