Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick Gibbons is a financial advisor with over 20 years of experience in the industry. Sean has a strong background in financial planning and investment management. He is currently registered with Onedigital Investment Advisors in Massachusetts as an Investment Advisor Representative. Prior to joining Onedigital Investment Advisors, Sean worked at Purshe Kaplan Sterling Investments and LPL Financial LLC. Sean is also a Certified Financial Planner. His areas of expertise include investment planning, retirement planning, college savings planning, and estate planning. Sean is dedicated 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.
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.
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2
MA
07/12/2022 - Present
Onedigital Investment Advisors (Danvers MA)
MA
11/02/2017 - 04/29/2022
PURSHE KAPLAN STERLING INVESTMENTS (Danvers MA)
MA
11/20/2006 - 11/07/2017
LPL FINANCIAL LLC (DANVERS MA)
MA
10/21/1999 - 06/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/01/1994 - 10/04/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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