Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kelley is an active investment advisor representative registered with Vanguard Advisers, Inc. Sean has been in the financial industry since June 3, 2022. Sean Kelley is licensed to provide investment advice in 53 states and the District of Columbia. Sean is also a registered investment advisor representative in Texas and Wisconsin. Sean Kelley is a registered representative of FINRA and has one approved SRO registration. Sean Kelley is a general securities representative and has passed the Series 7TO, Series 66 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
12/01/2023 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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