Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Williams is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Mayfield Heights, OH. Sean has been in the financial services industry since 2005 and has been registered with Cambridge Investment Research Advisors, Inc. since 2020. He has a Series 7, Series 24, and Series 66 license and is also a Chartered Financial Analyst. He specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and charitable organizations. Sean's current employer Cambridge Investment Research Advisors, Inc. has been serving clients since 1981.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
04/07/2020 - Present
Cambridge Investment Research Advisors, Inc. (Mayfield Heights OH)
OH
03/23/2005 - 02/20/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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