Unclaimed
Sean Sunderlage is a financial advisor with Allstate Financial Advisors, LLC. Sean has been in the financial industry for over 20 years, beginning their career with A. G. Edwards & Sons, Inc. Sean holds the Series 3, 7, 63, 65, and 66 licenses. Sean is registered to provide investment advice in Missouri. The firm specializes in financial planning, retirement planning, and estate planning. They also offer investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
MO
06/15/2021 - Present
Allstate Financial Advisors, LLC (Saint Charles MO)
MO
10/15/2019 - 05/25/2021
PRINCIPAL SECURITIES, INC. (SAINT LOUIS MO)
MO
02/07/2018 - 04/09/2019
ALLSTATE FINANCIAL SERVICES, LLC (Cottleville MO)
MO
04/22/2016 - 12/22/2017
EF LEGACY SECURITIES, LLC (CLAYTON MO)
MO
11/12/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (CLAYTON MO)
MO
12/01/2014 - 11/03/2015
EDWARD JONES (LADUE MO)
NJ
10/14/2013 - 12/08/2014
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
10/22/2012 - 10/01/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
PA
02/04/2008 - 10/09/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MO
03/12/2007 - 01/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
10/11/2005 - 01/10/2007
NATIONWIDE SECURITIES, INC. (ST CHARLES MO)
TN
01/26/2004 - 04/28/2004
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
FL
02/21/2003 - 01/29/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
01/13/1997 - 12/06/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 3 - National Commodity Futures Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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