Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Campbell is a registered investment advisor representative associated with Fidelity Personal and Workplace Advisors. Sean has been in the industry since March 30, 2000 and currently works in the St. Petersburg, Florida branch of Fidelity Personal and Workplace Advisors. Sean has experience with a wide range of firms, including PLANMEMBER SECURITIES CORPORATION, SCOTTRADE, INC., J.B. OXFORD & COMPANY, TD WATERHOUSE INVESTOR SERVICES, INC., ROAN CAPITAL PARTNERS L.P., MEYERS POLLOCK ROBBINS, INC., and PRIME CHARTER LTD. Fidelity Personal and Workplace Advisors is a large firm with $1 billion - $10 billion in assets under management and approximately 1,362,400 clients. The firm provides portfolio management services to individuals, businesses, and investment companies. They also offer financial planning, educational seminars, and selection of other advisers.
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.
1
2
FL
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ST. PETERSBURG FL)
FL
05/29/2018 - 04/26/2021
PLANMEMBER SECURITIES CORPORATION (BRANDON FL)
FL
02/09/2004 - 03/07/2018
SCOTTRADE, INC. (BRANDON FL)
CA
03/20/2002 - 04/08/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NE
06/12/1998 - 06/14/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
05/12/1997 - 02/05/1998
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
NY
04/10/1997 - 06/16/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
10/11/1996 - 01/24/1997
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 06/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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