Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean E. Grillot is a registered representative with Fifth Third Securities, Inc. Sean has been in the industry since 2006. Sean has Series 6, 7, and 63 securities licenses and a Series 65 Investment Advisor license. Sean has been with Fifth Third Securities, Inc. since 2011, previously working with Morgan Stanley from 2017 to 2017. Sean is registered with the state of Ohio and Hawaii. Sean specializes in retirement planning, estate planning, college savings, and insurance. Sean's firm Fifth Third Securities, Inc. manages over $7.9 billion in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
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2
OH
01/18/2018 - Present
Fifth Third Securities, Inc. (ENGLEWOOD OH)
OH
08/16/2017 - 12/20/2017
MORGAN STANLEY (BEAVERCREEK OH)
OH
02/08/2011 - 07/10/2017
FIFTH THIRD SECURITIES, INC. (TROTWOOD OH)
OH
11/13/2009 - 01/31/2011
PNC INVESTMENTS (HUBER HEIGHTS OH)
OH
05/22/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (TROY OH)
OH
07/13/2005 - 10/04/2007
NATCITY INVESTMENTS, INC. (DAYTON OH)
IA
Issued 6/4/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2009
Series 7 - General Securities Representative Examination
BC
Issued 7/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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