Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Dignan is a registered Investment Advisor Representative in California. Sean has been in the financial services industry for over 30 years and has worked with various firms, including Woodbury Financial Services, Inc., Dean Witter Reynolds Inc., and Grant Bettingen, Inc. Sean currently works with Gordon Carlson & Associates, which is an investment advisor firm that provides financial planning, portfolio management, and other 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.
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.
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CA
07/15/2022 - Present
Gordon Carlson & Associates (INDIO CA)
CA
03/05/2014 - 09/05/2017
ACORNS SECURITIES, LLC (Irvine CA)
CA
12/10/2012 - 01/06/2014
MORRIS FINANCIAL, INC. (HUNTINGTON BEACH CA)
CA
09/04/2009 - 12/14/2010
WOODBURY FINANCIAL SERVICES, INC. (HUNTINGTON BEACH CA)
NY
09/25/1996 - 08/04/2009
GRANT BETTINGEN, INC. (NEW YORK NY)
NY
03/20/1995 - 08/02/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/20/1992 - 01/17/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
05/30/1991 - 11/22/1991
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
07/21/1987 - 09/18/1990
SECURITIES WEST, INC. (SANTA ANA CA)
IA
Issued 11/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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