Sean Stevenson (CRD# 6901774) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 2 years of experience in the finance industry. Sean Stevenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Confluence Financial Partners | Mcmurray, PA | Aug 2021 - Current | 2 |
Deloitte | Arlington, VA | Aug 2020 - Jul 2021 | < 1 |
State College | State College, PA | Aug 2019 - Jul 2020 | < 1 |
Deloitte | Arlington, VA | Jun 2019 - Jul 2019 | < 1 |
State College | State College, PA | Dec 2018 - May 2019 | < 1 |
Northwestern Mutual | Pittsburgh, PA | May 2018 - Nov 2018 | < 1 |
State College | State College, PA | Sep 2016 - Apr 2018 | 1 |
Atina Homes | Pittsburgh, PA | May 2016 - Aug 2016 | < 1 |
Pittsburgh Schools | Pittsburgh, PA | Sep 2015 - Apr 2016 | < 1 |
Bulldog Office Products | Pittsburgh, PA | May 2015 - Aug 2015 | < 1 |
Pittsburgh Schools | Pittsburgh, PA | Jan 2011 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- PA
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Total Assets Under Management3,056MILLIONS
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Total Number of Accounts8,055ACCOUNTS
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Average Account Value$379,330
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