Unclaimed
Sean Scraba is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Sean is a Series 7, Series 63 and Series 65 licensed investment advisor representative with over 20 years of experience in the financial services industry. Sean has worked with individuals, families, businesses, and trusts to develop personalized financial plans and investment strategies. Sean is also a registered investment advisor representative in Texas. In addition to his role at Raymond James Financial Services Advisors, Inc. Sean is also an owner of Crescent Point Private Wealth LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CT
09/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (GLASTONBURY CT)
CT
05/11/2011 - 06/18/2018
MORGAN STANLEY (HARTFORD CT)
CT
10/01/2010 - 01/10/2011
MORGAN STANLEY SMITH BARNEY (HARTFORD CT)
CT
09/13/2004 - 09/08/2010
COBURN & MEREDITH, INC. (GLASTONBURY CT)
MA
08/29/2001 - 09/15/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
08/22/2001 - 08/28/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 02/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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