Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick is a financial advisor registered with Equitable Advisors, LLC. Sean is located in CEDAR RAPIDS, IA and has been in the industry for over 1 year. He is registered in 6 states, including Illinois, Iowa, Kansas, Minnesota, North Dakota, and Oklahoma. Sean holds the Series 66, Series 7TO, Series 24, and SIE licenses. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Sean is also a member of the Associated General Contractors of America, Inc., National Association of Insurance and Financial Advisors, and the Master Builders of Iowa/Associated General Contractors.
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.
1
2
IA
05/19/2023 - Present
Equitable Advisors, LLC (CEDAR RAPIDS IA)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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