Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kennedy is a financial professional with over 3 years of experience in the financial services industry. Sean has been with Loomis, Sayles & Company, LP since September 2019. Prior to joining Loomis Sayles, Sean worked at Morgan Stanley as a financial advisor from May 2017 to September 2019. Sean is a Series 3, SIE and Series 7 licensed financial advisor. Sean holds a Series 66 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Minimum annual fee and/or minimum account size
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2
MA
02/07/2020 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
MA
05/09/2017 - 09/30/2019
MORGAN STANLEY (Norwell MA)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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