Unclaimed
Sean Francis Weber is a financial advisor with over 20 years of experience in the industry. Sean Weber is currently registered with Morgan Stanley. Previously, Sean Weber was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC ONE SECURITIES CORPORATION. Sean Weber has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Sean Weber holds several licenses and certifications, including Series 6, 7, 31, and 66. Sean Weber is also a registered investment advisor in Florida and Texas. Sean Weber is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
FL
11/18/2011 - Present
Morgan Stanley (Tampa FL)
FL
08/10/2000 - 11/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
IL
10/21/1998 - 06/02/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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