Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Gogola is a financial advisor with over 23 years of experience in the industry. Sean is currently registered with Cordatus Wealth Management LLC. Sean has held previous roles at Wells Fargo Advisors, LLC and Prudential Securities Incorporated. Sean holds Series 7, 63, 65, SIE, and 99TO licenses, as well as the Certified Financial Planner designation. Sean focuses on providing financial planning, pension consulting, and portfolio management services for high-net-worth individuals, corporations or businesses, and charitable organizations.
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.
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2
PA
07/07/2016 - Present
Cordatus Wealth Management LLC (YARDLEY PA)
PA
07/01/2003 - 06/22/2016
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
NY
08/30/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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