Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Connolly is a financial advisor with Edelman Financial Engines. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. Sean has been in the industry for over 10 years. Sean was previously with TIAA-CREF Individual & Institutional Services, LLC and Raymond James Financial Services, Inc. Sean's office is located in Alexandria, Virginia and he is registered to provide investment advisory services in Texas and Virginia.
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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2
VA
10/08/2019 - Present
Edelman Financial Engines (ALEXANDRIA VA)
MD
10/18/2018 - 09/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
VA
08/26/2014 - 10/04/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NORFOLK VA)
MD
07/13/2011 - 08/20/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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