Unclaimed
Sean Budlong is a financial advisor with Raymond James Financial Services Advisors, Inc. Sean has been in the financial services industry since 2011. Sean is registered with the state of Michigan and Texas and has passed the Series 66, Series 7, Series 9 and Series 10 exams. Sean is also a Certified Financial Planner. Sean is the CEO of BW Majestic Financial LLC which operates as Majestic Financial with RJFS. Sean is also a partner in SBL2, a real estate LLC.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
04/07/2021 - Present
Raymond James Financial Services Advisors, Inc. (Plainwell MI)
MI
03/23/2011 - 04/08/2021
EDWARD JONES (SCHOOLCRAFT MI)
BOTH
Issued 04/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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