Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Bressan White is a financial advisor with over 6 years of experience in the industry. Sean has a Series 7, Series 63, and SIE license and is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Sean has previously worked with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Sean is currently registered in 51 states. Sean offers a wide range of financial planning services to individual and corporate clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
04/08/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/19/2021 - 01/31/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
02/29/2016 - 01/19/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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