Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Copeland is an Investment Advisor Representative and insurance agent. Sean is registered with Bankers Life Advisory Services, Inc. Sean is actively involved in financial planning, educational seminars, and the selection of other advisors. Sean is also a licensed insurance agent, and a Unit Field Trainer who recruits and trains insurance agents.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
10/03/2024 - Present
Bankers Life Advisory Services, Inc. (Chicago IL)
BC
Issued 08/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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