Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Wilson is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC in Washington, DC. Sean is a registered investment advisor representative in both DC and MD. Sean has been in the industry since 2001 and has worked for several firms prior to joining TIAA. Sean is a Series 6, 7, 24, 63, 65, and 66 licensed individual who provides financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
DC
06/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (WASHINGTON DC)
NY
08/02/2010 - 04/12/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
MD
02/16/2006 - 09/29/2008
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
01/27/2003 - 03/13/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
10/09/2001 - 06/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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