Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Roberts is a financial advisor with Fidelity Personal And Workplace Advisors. He has been working in the financial industry since 2012 and is a CERTIFIED FINANCIAL PLANNER™. Roberts has been registered with the state of Texas since 2019 and is licensed to sell securities in a number of other states. Roberts offers a variety of financial services, including financial planning, portfolio management, and educational seminars. He is committed to helping clients 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.
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
TX
05/13/2019 - Present
Fidelity Personal AND Workplace Advisors (SUGAR LAND TX)
AR
02/14/2018 - 01/24/2019
LPL FINANCIAL LLC (CROSSETT AR)
AR
09/11/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (CROSSETT AR)
AR
04/04/2013 - 09/15/2015
EDWARD JONES (CROSSETT AR)
TX
08/03/2012 - 01/04/2013
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 09/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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