Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Adair is a financial advisor with Fidelity Personal AND Workplace Advisors. Sean is based in NAPERVILLE, IL and has over 6 years of experience in the industry. Sean is licensed in Illinois and Texas. Sean is a registered representative with FINRA and a registered investment advisor. Prior to joining Fidelity Personal AND Workplace Advisors, Sean was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean holds the Series 7, Series 9, Series 10 and Series 66 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
12/09/2016 - 07/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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