Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Grindall is a financial advisor with over 20 years of experience in the industry. Sean is currently a registered representative with USAA Investment Services Company, a subsidiary of USAA, in San Antonio, Texas. Sean specializes in providing financial guidance to high-net-worth individuals, and individuals other than high-net-worth individuals. Sean's experience includes various financial advisory roles at firms such as PNC Investments, NatCity Investments, Inc., and Financial Network Investment Corporation. Sean has demonstrated a commitment to professional development through obtaining the Series 7, Series 66, and Series 24 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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
04/18/2024 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
11/17/2014 - 06/22/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/16/2013 - 06/19/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
OH
11/13/2009 - 11/28/2012
PNC INVESTMENTS (CLEVELAND OH)
OH
06/23/1999 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/13/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
CA
10/28/1998 - 05/20/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
05/27/1997 - 11/09/1998
WMA SECURITIES, INC. (DULUTH GA)
CA
05/09/1997 - 05/28/1997
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BOTH
Issued 12/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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