Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Coleman is a financial advisor with Alliancebernstein LP. Sean has been in the industry since 2020 and is registered to provide investment advisory services in Arkansas, California, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Sean holds the Series 7TO and Series 66 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
DC
02/21/2023 - Present
Alliancebernstein LP (WASHINGTON DC)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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