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Sean Williams is an Investment Advisor Representative with Cetera Investment Advisers LLC. Sean has been in the industry since December 12, 2017. Sean has passed the Series 66, Series 7 and SIE exams. Sean is currently registered in Florida, Arizona, Delaware, Georgia, Illinois, Missouri, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Sean previously worked at Securian Financial Services, Inc. Sean has a diverse background with experience in various fields, including fixed insurance sales, business ownership, and charitable organizations. Cetera Investment Advisers LLC is a registered investment advisor with offices in Schaumburg, IL. The firm has a strong focus on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
FL
06/23/2023 - Present
Cetera Investment Advisers LLC (MAITLAND FL)
FL
12/13/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
BOTH
Issued 1/9/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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