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 20 years of experience in the financial services industry. Sean is currently registered with LPL Financial LLC. Sean has held positions at various other firms including Lincoln Financial Securities Corporation, Deutsche Bank Securities Inc., DB Alex. Brown LLC and Alex. Brown & Sons Incorporated. Sean is a Series 7, Series 63 and Series 65 licensed professional. Sean offers a variety of financial services including portfolio management, financial planning and educational seminars.
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.
1
2
MA
12/20/2016 - Present
LPL Financial LLC (OSTERVILLE MA)
MA
10/30/2003 - 08/22/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (BOSTON MA)
NY
01/13/2001 - 04/17/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/06/1997 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 08/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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