Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Stephenson is a financial advisor with Ameriprise Financial Services, LLC. Sean has been in the industry for 6 years. Sean has a Series 7, Series 66, and SIE licenses and is currently registered in Alabama, Colorado, Florida, Illinois, Kansas, Maryland, Michigan, New York, North Carolina, South Carolina, Tennessee, Texas, and the District of Columbia. Prior to joining Ameriprise Financial Services, LLC, Sean worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ameriprise Financial Services, LLC has a long history of providing financial services to individuals and families. They offer a wide range of financial products and services, including investment management, retirement planning, insurance, and estate 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.
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 services
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
FL
01/05/2024 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
MD
11/06/2018 - 08/23/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Columbia MD)
MD
09/08/2017 - 11/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 10/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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