Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Stallings is a financial advisor with Fidelity Personal AND Workplace Advisors. Sean has been in the financial services industry since August 2020. Sean has Series 7TO, SIE and Series 66 licenses and is registered in 24 states. Fidelity Personal AND Workplace Advisors provides investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. The firm's approximate asset amount is $1 billion - $10 billion.
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
TX
07/01/2022 - Present
Fidelity Personal AND Workplace Advisors (SOUTHLAKE TX)
TX
07/11/2020 - 04/20/2022
EDWARD JONES (COLLEYVILLE TX)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sean Stallings is the right advisor for you? Invested Better is here to help.
