Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Bokhoven is a financial advisor at Raymond James Financial Services Advisors, Inc. Sean has over 20 years of experience in the financial services industry and holds the Series 7, Series 63 and Series 65 licenses. Sean has worked for several firms throughout his career, including BB&T Securities, LLC, Truist Investment Services, Inc. and Edward Jones. Sean provides financial planning, portfolio management, and other financial services to individuals, families, businesses, and institutions. Sean is committed to helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
10/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (Winston Salem NC)
NC
02/17/2021 - 07/16/2021
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/18/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CLEMMONS NC)
MO
11/21/2000 - 08/02/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 5/2/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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