Sean Patrick Gogola
Marktstrateeg bij Cordatus Wealth Management LLC
Profiel
Mr. Sean P.
Gogola is a Portfolio & Planning Strategist at Cordatus Wealth Management LLC.
He has over 17 years of experience in the financial services industry.
He is a broker, investment advisor, and assists clients in all aspects of financial planning, including retirement and education planning, mutual fund research, 529 plans, 10b5-1 plans, annuities, portfolio reviews, portfolio construction and life insurance.
He also acts as client specialist for the firm.
Mr. Gogola was previously employed as a Financial Consultant by Wells Fargo Advisors Financial Network LLC and a Principal by Wachovia Securities LLC.
He received his undergraduate degree from Millersville University.
He is also a Certified Financial Planner.
Actieve functies van Sean Patrick Gogola
| Bedrijven | Functie | Begin |
|---|---|---|
Cordatus Wealth Management LLC
 Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2018, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Marktstrateeg | 01-06-2016 |
Eerdere bekende functies van Sean Patrick Gogola
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01-06-2016 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 01-05-2009 |
Opleiding van Sean Patrick Gogola
| Millersville University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Cordatus Wealth Management LLC
Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2018, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Finance |
