Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Kenneth Beckerman

Financial Services OF America Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Kenneth Beckerman

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.

Firm Information

Sean Beckerman is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Selection of other advisor fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Beckerman’s Registration & Firm History

MI

10/21/2020 - Present

Financial Services OF America Advisors (TROY MI)

Not sure if Sean Kenneth Beckerman is right for you?

Licenses & Designations

IA

Issued 04/15/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Kenneth Beckerman.
Not sure if Sean Kenneth Beckerman is right for you?