Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Milton is a registered representative with Fidelity Personal And Workplace Advisors. Sean has been in the industry since June 19, 2019. Sean is licensed in 53 states and the District of Columbia. Sean has a Series 7TO, Series 66, and SIE license. Sean is also registered as an Investment Advisor Representative in Colorado and Texas. Sean is affiliated with Fidelity Personal And Workplace Advisors, a firm with over $1 billion in assets under management.
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.
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2
CO
08/14/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
06/08/2020 - 06/29/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
10/17/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
04/18/2019 - 09/12/2019
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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