Unclaimed
Sean Hesch is a financial advisor with Newedge Advisors, LLC. Sean has been in the financial industry since 2000 and has experience working with individuals, families, and businesses. Sean holds the Series 6, 7, 63 and 65 securities licenses and is also a Registered Investment Advisor. Sean is passionate about helping clients achieve their financial goals, and he believes that everyone deserves access to personalized financial advice.
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
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
OH
03/07/2014 - 09/19/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cleveland OH)
OH
04/26/2007 - 03/14/2014
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
01/24/2005 - 03/30/2007
NFP SECURITIES, INC. (CLEVELAND OH)
IN
06/19/2000 - 01/27/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/19/2000 - 01/27/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/14/2000 - 05/31/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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