Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sheehan is a financial advisor with Edelman Financial Engines in Fairfax, VA. David has been in the industry for over 20 years and holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE certification. David has worked for several firms over his career, most recently for EF Legacy Securities, LLC and Sanders Morris Harris LLC. David specializes in portfolio management for individuals and businesses, financial planning and pension consulting. David also provides educational seminars for his clients. David is committed to helping his clients achieve their financial goals and can help them with a variety of financial planning needs including retirement planning, college savings, and estate planning.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
09/22/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
12/13/2005 - 11/30/2007
SMH CAPITAL INC. (FAIRFAX VA)
AZ
01/23/2003 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
12/13/2000 - 02/20/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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