Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Sheehan is a financial advisor with over 20 years of experience in the financial services industry. Clare has been with Morgan Stanley since 2016. Previously, Clare worked for LEGG MASON WOOD WALKER, INCORPORATED, LEHMAN BROTHERS INC., and SG COWEN SECURITIES CORPORATION. Clare holds Series 63, 66, 7 and SIE licenses. Clare provides financial planning, portfolio management, and asset allocation advice to individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/23/2020 - Present
Morgan Stanley (Middleton MA)
MD
02/16/2001 - 08/19/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/11/2000 - 03/08/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/19/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
07/12/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
11/09/1995 - 01/04/1996
COWEN & CO. (NEW YORK NY)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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