Unclaimed
Sean Fleming is an Investment Advisor Representative with AE Wealth Management, LLC in Birmingham, Alabama. Sean has been in the financial services industry for 5 years. Sean holds a Series 65 license and is registered to provide investment advisory services in Alabama and Texas. Sean is a financial planning coordinator/advisor for Freedom Financial Group. Sean has been working with clients of all types, including individuals, corporations, and pension plans. Sean is committed to providing comprehensive financial planning services to his clients.
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.
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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AL
08/09/2017 - Present
AE Wealth Management, LLC (Birmingham AL)
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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