Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Czepiel is an investment advisor representative registered with RMR Wealth Builders, Inc. Sean is currently licensed in New York, New Jersey. Sean has been in the financial services industry for over 16 years. Previously, Sean was employed by MML Distributors, LLC and Edward Jones. Sean also has a Series 63, Series 66, and Series 65 securities license. Sean provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/21/2022 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NY
03/23/2018 - 03/26/2019
EDWARD JONES (BRONXVILLE NY)
NY
05/01/2014 - 05/23/2017
MML DISTRIBUTORS, LLC (NEW YORK NY)
MA
12/18/2008 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
09/27/2006 - 11/17/2008
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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