Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Marshall is an investment advisor registered in Oklahoma and currently works for American Fidelity Securities, Inc. in Oklahoma City. Sean has been working in the financial services industry since June 22, 2003 and is licensed to provide investment advice in California, Nevada and Oklahoma. Sean holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Examination. Sean has been with American Fidelity Securities, Inc. since August 10, 2007 and previously worked for National Planning Corporation.
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.
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2
OK
08/10/2007 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
OK
08/18/2004 - 08/11/2006
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
CA
08/01/2001 - 09/25/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 08/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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