Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Timothy Mannello is an investment advisor representative at Osaic Wealth, Inc. Sean has been in the financial services industry since 1996. Sean is registered with the state of Arizona and California. Sean is also a Registered Principal. Sean is a Certified Financial Planner (CFP). Sean holds the Series 63, 66, 7, 8, 9 and 10 licenses and the SIE Exam. Sean's specializations include Financial Planning, Portfolio Management, Investment Advisory Services and Retirement Planning. Sean's experience includes working with various clients, including individuals, families, businesses, trusts and retirement plans. Sean's office is located at 18700 N. Hayden Road, Suite 255 in Scottsdale, Arizona.
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
AZ
08/02/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/17/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/29/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/29/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/29/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
05/12/2005 - 09/28/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
01/23/1997 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
05/16/1996 - 01/09/1997
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
NE
11/23/1994 - 04/19/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NY
06/22/1993 - 10/27/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 04/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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