Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Keller is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Sean has been in the financial industry for over 10 years. Sean holds Series 66, Series 7TO and SIE licenses. Sean has worked at a variety of firms before joining Wells Fargo Advisors. Sean currently serves clients in New Jersey, New York and Virginia. Sean focuses on a variety of financial services including Financial Planning, Investment Consulting Services, and Portfolio Management for Individuals and Businesses.
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.
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.
Investment consulting services to institutional clients
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.
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NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
BOTH
Issued 09/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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