Unclaimed
Sean Nicholson is a financial advisor at Janney Montgomery Scott LLC, based in Atlanta, GA. Sean has been in the industry since 2022. Sean has passed the Series 63, Series 79TO and SIE exams. Sean is registered in Georgia. Sean's previous experience includes a role at Truist Securities, Inc. in Atlanta, GA. Sean's firm, Janney Montgomery Scott LLC, provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Fee plus commission
1
2
GA
02/20/2024 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
08/18/2022 - 01/30/2024
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 09/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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