Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean D. Tress is a financial advisor currently registered with J.p. Morgan Securities LLC in Ellisville, Missouri. Sean has been in the financial services industry since 2012. Sean previously worked with Citigroup Global Markets Inc., TIAA-CREF Individual & Institutional Services, LLC, and Northern Trust Securities, Inc. Sean's experience includes working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions. Sean offers a wide range of financial planning services including portfolio management for individuals and businesses, financial planning, and selection of other advisers.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
09/06/2023 - Present
J.p. Morgan Securities LLC (Ellisville MO)
MO
11/19/2020 - 10/04/2021
CITIGROUP GLOBAL MARKETS INC. (O'Fallon MO)
MO
09/10/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Brentwood MO)
IL
01/24/2012 - 08/21/2015
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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