Sean SargentCRD Number: 4445301
Current Firm: Sii Investments, Inc.
Sean Sargent (CRD# 4445301) is an Investment Advisor Representative working at Sii Investments, Inc. in Parma, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Sii Investments Inc.||Parma, OH||Aug 2007 - Current||9|
|Ta-check Financial||Middleburg Hts., OH||Aug 2000 - Current||16|
|Fsc Securities Corporation||Atlanta, GA||Aug 2001 - Aug 2007||6|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV