Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Granere is a financial advisor in Overland Park, KS. He is a registered representative with Creative Planning and has been in the industry since 1997. Sean has a strong background in the financial services industry, having worked with several firms including Fidelity Brokerage Services LLC and Park Avenue Securities LLC. Sean's primary role at Creative Planning is providing financial advice and portfolio management services to individuals and businesses. He is also involved in the firm's charitable giving program, helping to ensure that Creative Planning's clients are making a positive impact on the world.
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.
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
KS
01/23/2014 - Present
Creative Planning (OVERLAND PARK KS)
TX
07/29/1999 - 01/23/2014
FIDELITY BROKERAGE SERVICES LLC (KATY TX)
NY
05/03/1999 - 07/27/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/19/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
08/20/1997 - 01/06/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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