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 McGillivray is an Investment Advisor Representative at Kingsview Wealth Management, LLC, a firm that specializes in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Sean has been in the financial services industry since 2009 and holds a Series 65 license and is also a registered Investment Advisor in Oregon.
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.
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.
Strategic management for diversified investment portfolios.
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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OR
01/06/2024 - Present
Kingsview Wealth Management, LLC (Grants Pass OR)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2013
Series 30 - NFA Branch Manager Examination
Active
Inactive
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