Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Parry is a financial advisor with Fidelity Personal and Workplace Advisors. Sean has been in the financial services industry for over 6 years. Sean is registered with the state of California and Texas as a Registered Representative (Series 63, 65) and is a Certified Financial Planner™ and Chartered Financial Consultant. Sean has a background working with clients from a variety of backgrounds including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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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CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
12/05/2019 - 03/30/2021
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
10/11/2018 - 11/12/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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