Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Guldi is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, Florida. Sean is registered with the state of Florida. Sean has been in the industry since July 2009. Sean is a CERTIFIED FINANCIAL PLANNER™. Sean has experience in both financial planning and portfolio management. Sean is also a licensed Real Estate Investment Manager. B&C Financial Advisors specializes in financial planning and portfolio management for high net worth individuals, corporations, and individuals other than high net worth. B&C Financial Advisors is a registered investment advisor with the SEC.
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.
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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FL
05/09/2013 - Present
B&C Financial Advisors (PONTE VEDRA BEACH FL)
FL
07/24/2009 - 04/23/2013
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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