Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Mark Roberts is an Investment Advisor Representative at Wescott Financial Advisory Group LLC, a firm headquartered in Philadelphia, Pennsylvania. Sean has been in the financial services industry since 1994, with experience in various roles. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST. His previous roles include serving as an advisor at IFG NETWORK SECURITIES, INC. and KEOGLER, MORGAN & COMPANY, INC. Sean also has prior experience at ASSET PLANNING SERVICES in HARLEYSVILLE, Pennsylvania. Sean specializes in providing financial planning, pension consulting, and asset allocation services to individuals, corporations, and charitable organizations.
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.
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.
Asset allocation, family office solution services
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.
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2
PA
01/13/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
GA
01/31/1997 - 04/20/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
10/24/1994 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 10/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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