Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Enama is a financial advisor with Fidelity Personal And Workplace Advisors. Sean has been in the industry since September 1, 2022. Sean is registered with FINRA as a registered representative, and is also registered as an investment advisor representative in Pennsylvania and Texas. Sean is Series 63 and 66 licensed. Sean also has a Series 7TO license. Sean has experience working with a variety of clients, including individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Sean offers a variety of financial services, including financial planning, portfolio management, 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.
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.
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
PA
11/10/2023 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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