Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean David Silver is a financial advisor with Fidelity Personal And Workplace Advisors. Sean David Silver has been in the financial industry for over 6 years. Sean David Silver has held licenses and registrations in Florida and Texas. Prior to joining Fidelity Personal And Workplace Advisors, Sean David Silver worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Sean David Silver specializes in providing financial planning services to individuals, businesses, and retirement plans. Sean David Silver is also a registered representative and investment advisor representative. Sean David Silver is committed to providing his clients with personalized financial advice that meets their individual needs.
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
FL
05/12/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
04/27/2018 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
TX
07/27/2015 - 04/20/2018
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2021
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sean Silver is the right advisor for you? Invested Better is here to help.
