Unclaimed
Sean Fitzgerald Manders is a financial advisor with Morgan Stanley. Sean has been in the industry since March 2009. Sean has a Series 66, Series 7, and SIE license. Sean is registered in 40 states, including Maryland, New Mexico, North Carolina, and Texas, and has over 10 years of experience in the financial services industry. Sean previously worked for Citigroup Global Markets Inc. and Morgan Stanley Private Bank, N.A. Sean focuses on providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
01/03/2011 - Present
Morgan Stanley (Bethesda MD)
MD
03/27/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sean Manders is the right advisor for you? Invested Better is here to help.