Unclaimed
Sean Rosencrance is a financial advisor with Spire Wealth Management, LLC in McLean, VA. Sean has been in the industry since 2018 and has a Series 66, Series 7, and SIE license. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in insurance, retirement and estate planning, divorce planning, and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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VA
07/27/2018 - Present
Spire Wealth Management, LLC (McLean VA)
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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