Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Mcdonald Carroll is an investment advisor representative with Ameriprise Financial Services, LLC. Sean has been in the industry since December 1993 and is registered to provide investment advice in 44 states. Sean has been with Ameriprise since September 2005. In addition to being registered with Ameriprise Financial Services, LLC, Sean is also registered as an Investment Advisor Representative with IDS LIFE INSURANCE COMPANY. Sean has passed the Series 63, Series 65, Series 7 and SIE exams. Sean has also earned the designation of "other", "other", "other", "other", "other", "other" and "other" as a testament to their commitment to providing expert financial advice to clients. Sean's areas of expertise include asset allocation, financial planning, pension consulting, educational seminars and portfolio management. Sean provides services to individuals, businesses and charitable organizations. Sean is committed to helping clients reach their financial goals.
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.
Asset allocation 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.
1
2
GA
09/28/2006 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
MN
03/21/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Carroll is the right advisor for you? Invested Better is here to help.
