Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Alford is an active investment advisor representative registered in Texas with Cfo4life. Sean holds Series 63, Series 66 and Series 7 licenses. Sean specializes in providing a wide range of investment advice, including financial planning, pension consulting, and educational seminars. Sean has been in the financial services industry since September 2013 and is also registered as an investment advisor representative with Ausdal Financial Partners, Inc. Sean has a Certified Financial Planner designation.
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.
Cash management solutions
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
TX
03/29/2017 - Present
Cfo4life (Coppell TX)
TX
09/12/2013 - 02/07/2017
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
09/21/2011 - 10/13/2011
MML INVESTORS SERVICES, LLC (LUBBOCK TX)
BOTH
Issued 07/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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