Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Tomajan is a financial advisor with LPL Financial LLC. Sean has been in the financial services industry since 2014 and has experience with both brokerage and advisory services. Sean has worked with a variety of firms including T3 Trading Group, LLC, Voya Financial Advisors, Kestra Investment Services, LLC, and Founders Financial Securities LLC. Sean holds a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Sean is registered to provide both brokerage and investment advisory services in California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/28/2021 - Present
LPL Financial LLC (FRESNO CA)
CA
10/11/2019 - 06/10/2021
FOUNDERS FINANCIAL SECURITIES LLC (Fresno CA)
CA
05/23/2017 - 10/11/2019
KESTRA INVESTMENT SERVICES, LLC (FRESNO CA)
CA
05/18/2016 - 05/30/2017
VOYA FINANCIAL ADVISORS, INC. (VISALIA CA)
NY
11/07/2014 - 09/17/2015
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
11/05/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 06/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Tomajan is the right advisor for you? Invested Better is here to help.
