Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Payne is a financial advisor registered with Edward Jones. Sean has over 20 years of experience in the financial industry, having started their career with World Group Securities, Inc. Sean has a wide range of licenses and designations, including Series 6, 7, 63 and 66, as well as the SIE exam. Sean is also a Certified Financial Planner. Sean's office is located in Seal Beach, California. Edward Jones is a well-established firm with offices across the United States. They offer a variety of financial services, including 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.
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.
See schedule d - miscellaneous
1
2
CA
12/13/2018 - Present
Edward Jones (SEAL BEACH CA)
GA
04/15/2002 - 12/12/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 12/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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