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Sean Beckerman is an investment advisor representative with Financial Services Of America Advisors, located in Troy, Michigan. Sean has been in the industry since March 2009. Sean holds the Series 65 license and is registered with the states of Florida, Michigan, and Texas. Sean specializes in providing financial planning and portfolio management services for individuals and small businesses. In addition to his advisory role, Sean sells life insurance and fixed/indexed annuities for several insurance companies and provides health insurance services through FSA Health.
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.
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.
Selection of other advisor fees
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MI
10/21/2020 - Present
Financial Services OF America Advisors (TROY MI)
IA
Issued 04/15/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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