Unclaimed
Sean Joiner is a financial advisor with over 7 years of experience in the industry. Sean is currently registered with MML Investors Services, LLC and Bull Harbor Capital LLC. Sean has a wide range of experience, including providing financial planning, portfolio management for businesses and individuals, pension consulting, asset allocation programs, and educational seminars. Sean has been registered with the following regulatory authorities: FINRA, Maryland, South Carolina, Texas, and Virginia. Sean is committed to providing his clients with the highest level of service and expertise.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/16/2022 - Present
MML Investors Services, LLC (McLean VA)
MD
08/04/2015 - 03/07/2022
PARK AVENUE SECURITIES LLC (CHEVY CHASE MD)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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