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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean D Fenton is a financial advisor with Ameriprise Financial Services, LLC in Boynton Beach, Florida. Sean has been in the financial services industry since 2000. Sean holds a Series 7, Series 6, Series 63 and Series 65 licenses. Sean specializes in providing financial planning and investment advice to individuals, businesses and other entities. Sean provides asset allocation services, portfolio management, pension consulting and educational seminars.
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.
1
2
FL
07/17/2018 - Present
Ameriprise Financial Services, LLC (Boynton Beach FL)
FL
12/13/2013 - 08/06/2018
HENNION & WALSH, INC. (BOCA RATON FL)
FL
08/04/2011 - 12/31/2013
PMK SECURITIES & RESEARCH, INC. (DELRAY BEACH FL)
FL
07/07/2000 - 09/01/2011
EDWARD JONES (BOYNTON BEACH FL)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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