Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Clifford Bryant is a financial advisor with over 20 years of experience in the financial services industry. Sean has held positions at several well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Citigroup Investment Services, and Wells Fargo Advisors. Sean currently works with Ameriprise Financial Services, LLC. Sean has a wide range of experience in financial planning and investment management. Sean is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative, and holds Series 6, 7, 63, and 65 licenses. Sean serves a wide range of clients including individuals, families, trusts, estates, corporations, pension plans 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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
CA
12/03/2021 - Present
Ameriprise Financial Services, LLC (LONG BEACH CA)
CA
05/25/2012 - 11/01/2021
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
10/23/2009 - 05/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
10/03/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LONG BEACH CA)
NY
02/05/2003 - 09/15/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
06/27/2000 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 03/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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