Unclaimed
Sean Stodart is a financial advisor registered with MML Investors Services, LLC. Sean has been in the financial industry since 2013 and has a strong track record of providing personalized financial advice. Sean is also registered with Securian Financial Services, Inc. and VOYA FINANCIAL ADVISORS, INC. and has experience working with individuals, families, and businesses. Sean holds Series 6, 7, 63, 65, and SIE licenses and has passed several industry exams. Sean is committed to providing clients with the highest level of service and expertise, and is dedicated to helping them achieve their financial goals.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/14/2022 - Present
MML Investors Services, LLC (Warren NJ)
NJ
10/29/2015 - 03/17/2022
SECURIAN FINANCIAL SERVICES, INC. (Martinsville NJ)
PA
10/03/2014 - 02/10/2015
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
PA
02/18/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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