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 Pearson is a financial advisor with Ameriprise Financial Services, LLC, a firm that provides investment and financial planning services to a wide range of clients. Sean has been in the financial services industry for over 20 years, and is a Certified Financial Planner. He is also a registered representative of the firm in Pennsylvania and Texas, and is licensed to sell securities in several other states. Sean has worked at Ameriprise since 2012, and previously worked at PNC INVESTMENTS and J.J.B. HILLIARD, W.L. LYONS, INC. Sean provides financial planning services to individuals, families, businesses, and trusts. He also provides investment management services to individuals and businesses. Sean is committed to providing his clients with personalized financial advice and guidance. He believes that by taking a holistic approach to financial planning, Sean can help his clients achieve 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
PA
11/17/2021 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
PA
01/01/2004 - 09/28/2012
PNC INVESTMENTS (DOYLESTOWN PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/07/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 09/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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