Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Palmer is a registered Investment Advisor Representative with Rechter Wealth Management, LLC in Clifton, Virginia. Sean has been in the industry for over 10 years and is licensed in Virginia. Sean specializes in Financial Planning and Portfolio Management for Individuals. Sean has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Sean also offers tax preparation 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.
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.
1
2
VA
01/09/2024 - Present
Rechter Wealth Management, LLC (CLIFTON VA)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Sean Palmer is the right advisor for you? Invested Better is here to help.
