Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Indiveri is a financial advisor registered with Truist Advisory Services, Inc. Sean is a Series 6, 7 and 66 licensed professional. Sean has over 20 years of experience in the financial services industry and offers a range of services including financial planning, portfolio management, wrap fee products and publication of periodicals. Sean's previous experience includes BB&T Securities, LLC and BB&T Investment Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (LITITZ PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LITITZ PA)
PA
11/27/2007 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (LITITZ PA)
PA
02/07/2003 - 11/28/2007
IFMG SECURITIES, INC. (LITITZ PA)
NJ
12/05/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
06/18/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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