Unclaimed
Sean Warner is a financial advisor with MML Investors Services, LLC. Sean has been working in the financial services industry since 2010. Sean is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Sean has Series 6, 63, and 65 licenses and has been in the financial services industry for 13 years. Sean has experience in portfolio management for businesses and individuals, financial planning, and asset allocation programs. Sean also offers 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.
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
IL
04/04/2024 - Present
MML Investors Services, LLC (Lisle IL)
IL
11/18/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IA
Issued 04/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Warner is the right advisor for you? Invested Better is here to help.