Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Christopher Gay is a financial advisor with over 25 years of experience in the industry. Sean is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 65 license. Sean has previously worked with Ausdal Financial Partners, Inc. and Waterstone Financial Group, Inc. Sean's current employment is with LPL Financial LLC in Libertyville, IL. Sean has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Sean can assist with investment planning, financial planning, and portfolio management.
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
03/10/2020 - Present
LPL Financial LLC (LIBERTYVILLE IL)
IL
09/04/2009 - 03/09/2020
AUSDAL FINANCIAL PARTNERS, INC. (LIBERTYVILLE IL)
IL
12/02/1997 - 09/03/2009
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
IA
Issued 11/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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