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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean James Barrett is a financial advisor with Fidelity Personal And Workplace Advisors. Sean is a Registered Representative and Investment Advisor Representative with over 15 years of experience in the financial industry. Sean has a strong track record of success in helping clients achieve their financial goals. He is passionate about providing personalized financial advice and helping clients make informed decisions about their investments. Sean holds Series 7, 9, 10, 63, and 66 licenses. Sean is registered in 53 states and is available to clients across the United States. He is also a Registered Representative and Investment Advisor Representative in Colorado and Texas.
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.
1
2
CO
10/19/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
VT
02/22/2008 - 11/30/2009
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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