Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Calrow is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with a focus on providing financial advice and services to individuals and businesses. Sean has been working in the financial industry since 2007 and has a wide range of experience in providing financial planning, portfolio management, and educational seminars. Sean is committed to helping clients achieve their financial goals and has a strong track record of success. Sean is registered in 52 states and is also registered as an Investment Advisor Representative (IAR) in Arizona and Texas. Sean's expertise includes portfolio management for individuals and businesses, as well as selection of other advisors, financial planning and educational seminars.
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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2
UT
11/03/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
05/23/2020 - 08/17/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
09/14/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
11/04/2010 - 08/26/2011
NATIONAL PLANNING CORPORATION (PRESCOTT VALLEY AZ)
TX
08/03/2009 - 03/26/2010
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
AZ
08/13/2008 - 05/20/2009
WELLS FARGO ADVISORS, LLC (PRESCOTT VALLEY AZ)
AZ
02/19/2007 - 09/12/2007
CHASE INVESTMENT SERVICES CORP. (PRESCOTT VALLEY AZ)
IA
Issued 09/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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