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 financial advisor at Schwab Wealth Advisory, Inc. Sean has been in the financial industry for over 23 years and has held licenses to practice in both the Broker-Dealer and Investment Advisor space. Sean has held previous roles at Charles Schwab & Co., Inc., VERSANT CAPITAL MANAGEMENT, INC, and Schwab Private Client Inv. Adv., Inc. Sean has a Series 7, 9, 10, 63, and 66 license and is a Certified Financial Planner. Sean is registered in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Massachusetts, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Washington and Wisconsin.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
08/08/2022 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
03/15/2000 - 09/21/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 07/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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