Unclaimed
Sean Salinas is a financial advisor who has been in the industry since 2019. Sean is currently registered with Victory Capital Management Inc. in San Antonio, Texas. Sean has also held positions with NYLIFE Securities LLC in San Antonio, Texas. Sean has passed the Series 63, Series 65, Series 7, Series 6 and SIE exams. Sean provides services for high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations, and other businesses, as well as pooled investment vehicles 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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/10/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
05/23/2019 - 08/15/2019
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 04/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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