Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Williams is a financial advisor with over 15 years of experience in the financial services industry. Sean is a registered representative with Cambridge Investment Research Advisors, Inc. and holds the Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Sean provides a variety of services to individuals, families, and businesses including financial planning, investment management, retirement planning, and insurance. Sean is committed to providing his clients with personalized service and a tailored approach to meeting 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
01/17/2018 - Present
Cambridge Investment Research Advisors, Inc. (Timonium MD)
MD
11/14/2005 - 08/09/2016
WADDELL & REED (OWINGS MILLS MD)
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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