Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean William Reading is a financial advisor with J. W. Cole Advisors, Inc. Sean has been in the financial services industry since 2003 and holds the Series 7, Series 24 and Series 63 licenses. Sean also holds the Certified Financial Planner designation. Sean has worked with a range of clients including high-net-worth individuals, corporations, charitable organizations and pension plans. Sean's experience includes portfolio management, financial planning, educational seminars and selection of other advisors.
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.
Hourly & fixed rate consulting
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.
1
2
FL
05/03/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
PA
12/01/2008 - 05/18/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (HERSHEY PA)
PA
10/29/2003 - 12/05/2008
HORNOR, TOWNSEND & KENT, INC. (HERSHEY PA)
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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