Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kiltau is a financial advisor registered with Wells Fargo Clearing Services, LLC in Palm Beach Gardens, FL. Sean has been in the financial services industry since February 14, 1995. Sean has experience with a range of financial products and services, including investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Sean has a Series 7, Series 63 and Series 65 license and holds registrations in multiple states. Sean has also been active in the community, serving as Vice President of the Catalina Lakes HOA, Inc., a homeowners association.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
06/13/2011 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 06/08/2011
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
01/26/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH PALM BEACH FL)
FL
02/15/1995 - 03/15/1999
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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