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Sean Patrick Orsatti

Allstate Financial Services, LLC

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About Sean Patrick Orsatti

Sean Orsatti is a financial advisor who has been in the industry since June 25, 1998. Sean is currently registered with Allstate Financial Services, LLC and holds Series 7 and Series 66 licenses. Sean is also registered to sell securities in Arizona, California, Colorado, Massachusetts, Texas, Washington, and Wisconsin. Sean was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Sean Orsatti is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sean Orsatti’s Registration & Firm History

CA

04/21/2003 - Present

Allstate Financial Services, LLC (Simi Valley CA)

NY

06/26/1998 - 04/22/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/08/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Patrick Orsatti.
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