Unclaimed
Sean Bradley Moynahan is a registered Investment Advisor Representative associated with King Wealth Management Group, LLC. Sean is a licensed Investment Advisor Representative in New York and has been in the industry since April 2021. Sean has earned the Series 65 license. Prior to joining King Wealth Management Group, LLC, Sean worked at Preville Technology Services.
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.
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.
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NY
11/01/2021 - Present
King Wealth Management Group, LLC (Saratoga Springs NY)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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