Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Keyes is a registered investment advisor representative with MWA Financial Services Inc. Sean has been in the securities industry since 2022. Sean holds licenses in California, Oregon, Florida, Hawaii, Nevada and Texas. Sean is also registered as an investment advisor in California and Oregon. Sean works out of the Laguna Hills, CA office of MWA Financial Services Inc.
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.
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
01/01/2025 - Present
MWA Financial Services Inc. (LAGUNA HILLS CA)
IA
Issued 04/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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