Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kremin is a financial advisor who has been working in the financial industry since October 2008. Sean is currently registered with Fidelity Personal and Workplace Advisors and has held previous positions with NYLIFE Securities LLC, Ameriprise Financial Services, Inc., David Lerner Associates, Inc., and CIBC World Markets Corp.. Sean holds Series 63, 66, and 7 licenses, and the SIE certification. Sean has been registered in 30 states for broker-dealer activities and 2 states for investment advisor activities.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
02/12/2015 - 05/07/2015
NYLIFE SECURITIES LLC (DALLAS TX)
NY
08/03/2005 - 01/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
11/20/2001 - 08/05/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
07/27/2001 - 11/21/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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