Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Navage is a financial advisor with Wells Fargo Clearing Services, LLC. Sean has been in the industry since 2006 and holds licenses in Arizona, Alaska, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, Ohio, Oklahoma, Oregon, South Dakota, Tennessee, Washington, and Wisconsin. Sean has experience working with individuals, families, and businesses and has a wide range of financial planning and investment management expertise. Sean has also worked with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc.
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.
Investment consulting services to institutional clients
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.
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2
AZ
08/03/2018 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
08/01/2012 - 08/06/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (CHANDLER AZ)
AZ
08/08/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (CHANDLER AZ)
AZ
04/18/2006 - 07/31/2007
EDWARD JONES (SCOTTSDALE AZ)
IA
Issued 06/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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