Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Michael Creason is a Registered Representative, Registered Investment Advisor Representative, and licensed investment professional with over 19 years of experience in the financial services industry. Sean is currently affiliated with Fidelity Personal AND Workplace Advisors in Boston, MA. Sean holds Series 3, 4, 7, 9, 10, 63, and 66 licenses and has specialized in providing financial planning, portfolio management for individuals and businesses, and educational seminars to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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