Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Mitchell Ciemiewicz is a financial advisor who has been in the industry since 1998. Sean holds licenses to provide investment advice in various states, including California, Texas, and Washington. Sean is currently employed with Onedigital Investment Advisors. Prior to this, Sean worked with TRIAD ADVISORS LLC and LPL FINANCIAL LLC. Sean is a Series 7 and Series 63 licensed advisor and holds a SIE. Sean has been registered with FINRA and the SEC. Sean's expertise lies in retirement planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
02/22/2019 - Present
Onedigital Investment Advisors (White Salmon WA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (San Diego CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
09/21/2007 - 11/30/2010
NRP FINANCIAL, INC. (LA JOLLA CA)
CA
07/01/2003 - 09/26/2007
WACHOVIA SECURITIES, LLC (LA JOLLA CA)
NY
08/26/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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