Unclaimed
Sean Daller is a financial advisor registered with Cambridge Investment Research, Inc. Sean has been in the financial services industry since 2015 and has a Series 6, Series 63, and SIE license. Sean is currently registered to conduct business in Pennsylvania. Sean was previously affiliated with Trustmont Financial Group, 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.
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.
1
2
PA
12/11/2017 - Present
Cambridge Investment Research, Inc. (Murrysville PA)
PA
02/03/2015 - 12/12/2017
TRUSTMONT FINANCIAL GROUP, INC. (MURRYSVILLE PA)
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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