Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Stuczynski is a financial advisor who has been in the industry since 1999. Sean has a long history with the financial industry, starting at UBS Paine Webber Inc. in 1999 and then moving to Transamerica Financial Advisors in 2001. Sean has worked with SPC since 2014 and is currently registered with SPC as a registered representative and investment advisor representative. Sean currently holds a Series 63, Series 66, Series 7 and the SIE. Sean is a partner in Smith and Stuczynski Wealth Advisors and has a specialization in providing financial services and products.
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.
Consultation services
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.
Seminar attendance fees
1
2
IN
01/10/2024 - Present
SPC (Indianapolis IN)
IN
03/29/2001 - 12/17/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD IN)
NJ
12/07/1999 - 04/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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