Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kelly is a financial advisor with over 35 years of experience in the industry. Sean is currently registered with Lion Street Advisors, LLC and is also a shareholder and lead life insurance sales professional with RCM&D. Sean specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses. Sean is a Chartered Financial Consultant and holds Series 63, 65, and 7 securities licenses. Sean also passed the Securities Industry Essentials Examination (SIE) in 2018. Sean is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
1
2
MD
01/01/2025 - Present
Lion Street Advisors, LLC (BALTIMORE MD)
MD
07/22/1997 - 04/16/2021
KESTRA INVESTMENT SERVICES, LLC (BALTIMORE MD)
MN
07/18/1995 - 07/24/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
01/21/1986 - 05/10/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Kelly is the right advisor for you? Invested Better is here to help.
