Sean Patrick Gogola
Marktstratege bei Cordatus Wealth Management LLC
Profil
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.
Aktive Positionen von Sean Patrick Gogola
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Marktstratege | 01.06.2016 |
Ehemalige bekannte Positionen von Sean Patrick Gogola
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Sean Patrick Gogola
| Millersville University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
