Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Devlin has been in the financial services industry since 2008. Sean is currently registered with Fidelity Personal And Workplace Advisors. Sean is also registered in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Massachusetts, Missouri, Nebraska, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin. Sean has passed the Series 6, 7, 24, 63, and 66 exams. Prior to joining Fidelity Personal And Workplace Advisors, Sean worked at Client One Securities LLC and American Century Investment Services Inc..
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
KS
04/15/2019 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
KS
11/12/2014 - 08/15/2018
CLIENT ONE SECURITIES LLC (LEAWOOD KS)
MO
02/13/2009 - 11/19/2013
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
06/21/2012 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MN
11/04/2003 - 03/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/04/2003 - 03/20/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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