Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean O'Connell Armstrong is a financial advisor who has been in the industry since 1994. Sean is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Sean has previously worked with TD Ameritrade, Inc., Wellington Securities, Inc., Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. Sean provides a wide range of services to clients, including financial planning, portfolio management, and educational seminars.
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.
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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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
CA
04/07/2008 - 09/05/2012
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
08/15/2007 - 11/14/2007
WELLINGTON SECURITIES, INC. (SAN FRANCISCO CA)
TX
11/02/1995 - 08/18/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/10/1991 - 02/03/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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