Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Powers is a financial advisor who has been in the financial services industry since January 14, 2002. Sean is currently registered with Fidelity Personal and Workplace Advisors. Previously, Sean worked at several firms, including Wachovia Securities, LLC, PNC Investments, WM Financial Services, Inc., PNC Brokerage Corp, Investprivate, Inc., and Hennion & Walsh, Inc. Sean specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
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2
MA
09/21/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
03/28/2007 - 04/03/2008
WACHOVIA SECURITIES, LLC (WHITEHOUSE STATION NJ)
NJ
06/25/2004 - 03/28/2007
PNC INVESTMENTS (MOUNTIAN LAKES NJ)
CA
02/12/2004 - 06/17/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
PA
01/01/2004 - 02/05/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
05/29/2002 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
02/01/2002 - 05/10/2002
INVESTPRIVATE, INC. (NEW YORK NY)
NJ
11/12/2001 - 02/20/2002
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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