Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Coumans is a financial advisor who has been in the industry since 2007. Sean is currently registered with Ameriprise Financial Services, LLC. Previously, Sean has been registered with CUSO Financial Services, L.P., LPL Financial LLC, WESCOM Financial Services, Chase Investment Services Corp., and WAMU Investments, Inc.. Sean is licensed to provide investment advice in Arizona, California, Colorado, Oklahoma, Texas, and Wisconsin. Sean holds the Series 66, Series 7, and SIE licenses. Sean has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, pension plans, and charitable organizations. Sean provides financial planning, asset allocation services, educational seminars, and portfolio 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.
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 services
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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2
CA
03/10/2022 - Present
Ameriprise Financial Services, LLC (Santa Clarita CA)
CA
10/03/2016 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (Glendale CA)
CA
11/26/2014 - 10/07/2016
LPL FINANCIAL LLC (GLENDALE CA)
CA
02/04/2011 - 12/05/2014
WESCOM FINANCIAL SERVICES (THOUSAND OAKS CA)
CA
01/04/2011 - 01/28/2011
WESCOM FINANCIAL SERVICES (THOUSAND OAKS CA)
CA
05/02/2009 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (TARZANA CA)
CA
11/14/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (NORTHRIDGE CA)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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