Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Sheehy is an advisor with LPL Financial LLC. Brian has been in the industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Brian offers a range of services, including financial planning, portfolio management, and consulting. Brian is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/09/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
08/18/2006 - 01/08/2020
WORLD EQUITY GROUP, INC. (Chicago IL)
MI
11/14/2002 - 08/25/2006
ROYAL ALLIANCE ASSOCIATES, INC. (ST. CLAIR SHORES MI)
MA
08/02/2002 - 11/26/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
02/21/2001 - 08/12/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
02/09/1995 - 02/20/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/09/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/29/1994 - 12/12/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Sheehy is the right advisor for you? Invested Better is here to help.
