Unclaimed
Sean Vaughn Owen is a financial advisor with Vinoble Group, a Registered Investment Advisor (RIA) firm based in Seattle, Washington. Sean has been in the industry since 2004 and holds a Series 7, Series 66, and SIE license. Sean is a Certified Financial Planner (CFP) and specializes in financial planning, portfolio management, and pension consulting.
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.
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
WA
05/23/2019 - Present
Vinoble Group (SEATTLE WA)
WA
03/31/2004 - 05/30/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Seattle WA)
MN
03/31/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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