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Sean Rivinus is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Sean has been in the financial services industry for over 18 years. Sean holds a Series 63 and Series 66 license and has been registered in North Carolina and Texas since 2024. Sean has a history of working with clients of various types, including individuals, corporations, and charitable organizations.
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.
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NC
10/08/2024 - Present
Fidelity Personal AND Workplace Advisors (GASTONIA NC)
Active
Inactive
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