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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 Roderick Irwin is a financial advisor with Fidelity Personal and Workplace Advisors. Sean has been in the industry since 2003. Sean is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 51 states and the District of Columbia. Sean provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Sean is also a Registered Investment Advisor (RIA) in California and Texas. Sean is committed to providing his clients with personalized financial advice and guidance.
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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MA
02/07/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
05/02/2009 - 07/19/2011
CHASE INVESTMENT SERVICES CORP. (VAN NUYS CA)
CA
02/17/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (ALTADENA CA)
CA
04/25/2008 - 02/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)
CA
09/02/2005 - 04/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
MA
02/07/2003 - 09/02/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/07/2003 - 09/02/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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