Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Omalley is a financial advisor with over 39 years of experience in the industry. Sean is registered with LPL Financial LLC and has a Series 6, Series 22 and SIE licenses. Sean is a Certified Financial Planner and is registered with the states of Illinois and Texas. Sean has worked for multiple firms in the past including Waterstone Financial Group, Inc., Dreher & Associates, Inc., and PEB Financial Group, Inc.
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.
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2
IL
04/12/2023 - Present
LPL Financial LLC (WILMETTE IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)
IL
01/04/1994 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IL
02/27/1984 - 12/31/1993
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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