Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Knoerzer is an investment advisor representative at Corient. Sean has a Series 65 license and is a Certified Financial Planner. Sean has been in the financial industry since June 2014. Sean has experience working with clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and pooled investment vehicles. Sean is also registered as an investment advisor representative in Illinois and Texas. Corient is a registered investment advisor with a main office located in Miami, Florida. Corient provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
12/08/2023 - Present
Corient (Chicago IL)
IA
Issued 12/19/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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