Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Paul Storck is a financial advisor with over 18 years of experience in the financial services industry. Sean is currently registered with Merit Financial Advisors in California, Louisiana and Texas. Sean has also worked with LPL Financial LLC, Avantax Investment Services, Inc. and 1st Global Capital Corp. Sean is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Sean provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
Consulting fees
1
2
CA
03/06/2022 - Present
Merit Financial Advisors (SAN DIEGO CA)
CA
09/15/2020 - 08/16/2024
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/25/2019 - 09/16/2020
AVANTAX INVESTMENT SERVICES, INC. (SAN DIEGO CA)
CA
03/23/2006 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAN DIEGO CA)
BOTH
Issued 04/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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