Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean B Rosean is a financial advisor with LPL Financial LLC. Sean has been in the financial services industry since January 19, 2011. Sean is a registered representative and investment advisor representative in Illinois. Sean's office is located at 525 4TH ST in WILMETTE, IL. Sean has passed the Series 66, SIE and Series 7 exams. Sean's firm, LPL Financial LLC, is based in Fort Mill, SC and has over $50 billion in assets under management. LPL Financial LLC provides advisory services for individuals, businesses, investment companies, pooled investment vehicles, and charitable organizations.
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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IL
03/12/2014 - Present
LPL Financial LLC (WILMETTE IL)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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