Unclaimed
Sean McQueen is a financial advisor with over 13 years of experience in the financial services industry. Sean currently works with Cetera Investment Advisers LLC, a firm with a strong focus on financial planning, pension consulting, and portfolio management for businesses and individuals. Sean is registered to provide investment advisory services in Virginia and Maryland, and also holds Series 66 and Series 7 licenses.
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.
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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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (FAIRFAX VA)
VA
12/09/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Fairfax VA)
VA
10/25/2012 - 12/07/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (FAIRFAX VA)
MD
05/30/2012 - 10/08/2012
NYLIFE SECURITIES LLC (BETHESDA MD)
VA
01/11/2011 - 05/21/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (FAIRFAX VA)
VA
05/10/2010 - 10/15/2010
EDWARD JONES (FAIRFAX VA)
BOTH
Issued 05/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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