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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Reardon is a financial advisor with Fidelity Personal AND Workplace Advisors. Sean has been in the financial industry since June 30, 2012, and has experience working with a variety of clients including individuals, families, and businesses. Sean has worked with Fidelity Personal AND Workplace Advisors since April 2023. Before joining Fidelity, Sean was an advisor at Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is registered to provide investment advice in Nevada and Texas. Sean specializes in helping clients with retirement planning, college savings, and investment management.
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.
1
2
NV
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (RENO NV)
NV
08/28/2015 - 03/29/2023
WELLS FARGO CLEARING SERVICES, LLC (FALLON NV)
GA
04/05/2012 - 12/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
NV
06/27/2011 - 01/11/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (RENO NV)
IA
Issued 08/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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