Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Schmid is a financial advisor with Equitable Advisors, LLC. Sean has been in the financial industry for over 13 years, and holds Series 63, Series 65, Series 7TO, and SIE licenses. Sean has extensive experience providing financial advice to clients in Pennsylvania and a number of other states.
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.
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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PA
07/21/2023 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BC
Issued 02/01/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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