Unclaimed
Sean Steinlage is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since April 23, 2012. Sean is currently registered with the state of Missouri and has been registered with the state since September 9, 2024. Sean is also registered with the state of Missouri as an Investment Advisor Representative. Sean is registered with FINRA and has a Series 7, Series 66, and SIE license. Sean's previous experience includes working at LPL Financial LLC and Wells Fargo Clearing Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
09/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
SC
07/01/2022 - 04/02/2024
LPL FINANCIAL LLC (FORT MILL SC)
MO
11/17/2011 - 07/12/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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