Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Stevenson is an investment advisor representative with Ameriprise Financial Services, LLC. Sean has been in the financial services industry since August 6, 1996 and holds the Series 7, 31, 66 and SIE licenses. Sean is registered with the state of Florida and Texas and has a total of 39 state registrations. Prior to joining Ameriprise, Sean was employed with Morgan Stanley and Merrill Lynch.
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.
Asset allocation services
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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2
FL
07/07/2017 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
FL
06/01/2009 - 07/10/2017
MORGAN STANLEY (WINTER PARK FL)
FL
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
08/05/1998 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 09/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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