Sean Beckerman, financial advisor Warren MI

Sean Beckerman

CRD Number: 6680163
Current Firm: Financial Services Of America Advisors

Sean Beckerman (CRD# 6680163) is an Investment Advisor Representative working at Financial Services Of America Advisors in Warren, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fsa Advisors Warren, MI Mar 2019 - Current 2
Fsa Health Insurance Agency Warren, MI Aug 2018 - Current 3
Financial Service Of America Warren, MI Mar 2009 - Current 12
Woodward Insurance Agency Warren, MI Feb 2011 - Jan 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Sean K. Beckerman
Phone Number: 586-939-3810
Firm Website: https://www.fsa1.com/
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $151,249
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI, TX

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