Unclaimed
Sean Nisil is a financial advisor with Belpointe Asset Management LLC. Sean has been in the financial services industry since 2007. Sean is licensed in South Carolina. Sean is also a Certified Financial Planner. Sean specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Sean provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NV
11/07/2022 - Present
Belpointe Asset Management LLC (RENO NV)
CA
09/13/2007 - 09/22/2011
SECURITIES EQUITY GROUP (LA MESA CA)
IA
Issued 11/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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