Unclaimed
Sean David Bunner is a registered representative with Raymond James & Associates, Inc. Sean has been in the industry since December 19, 2022. Sean holds Series 63, Series 79TO, and SIE licenses and is registered in Florida. Sean's firm provides a wide range of financial services, including investment management, financial planning, 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/20/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 02/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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