Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Alexander Kram is a financial advisor with Lion Street Advisors, LLC, located in Bellevue, WA. Sean has been in the financial services industry since April 2021. Sean is registered with the Securities and Exchange Commission (SEC) and is a registered representative with FINRA. Sean has passed the Series 7, Series 66 and SIE exams. Sean also offers financial planning and investment management services. Sean has experience working with high net worth individuals, pension and profit sharing plans, and individuals other than high net worth individuals. Sean's current registrations are active in California and Washington.
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.
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.
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2
TX
08/13/2024 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CA
09/29/2023 - 08/01/2024
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
04/23/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
BOTH
Issued 02/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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