Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Alan Stewart is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Sean is licensed in Florida and Georgia. Sean has been in the industry since June 2020 and has passed the Series 63, Series 65, and Series 6TO exams. Sean has a variety of experience in the financial industry, including working with individuals, families, businesses, and institutions. Sean specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
GA
01/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Richmond Hill GA)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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