Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Michael Fleming

Fleming Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Michael Fleming

Sean Fleming is an investment advisor representative associated with Fleming Financial Services. Sean is an experienced investment professional with expertise in retirement planning and wealth management. Sean is dedicated to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.

Firm Information

Sean Fleming is currently registered with Fleming Financial Services. Fleming Financial Services is a financial advisory firm based in Arizona. The firm provides financial planning, investment management, and pension consulting services to high-net-worth individuals and other individuals. Fleming Financial Services manages approximately $50 million in assets for 535 clients.

$50.00M

Assets Under Management

20

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Fleming’s Registration & Firm History

AZ

02/14/2018 - Present

Fleming Financial Services (MESA AZ)

Not sure if Sean Michael Fleming is right for you?

Licenses & Designations

IA

Issued 11/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Michael Fleming.
Not sure if Sean Michael Fleming is right for you?