Unclaimed
Sean J Howard is a registered representative with Fidelity Personal AND Workplace Advisors in Bellevue, WA. Sean is a seasoned financial professional with a broad range of experience in the industry, dating back to 2015. Sean holds the Series 66, Series 7 and SIE licenses.
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.
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.
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
WA
09/18/2024 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
09/02/2016 - 11/29/2022
RBC CAPITAL MARKETS, LLC (SEATTLE WA)
WA
07/27/2015 - 06/29/2016
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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