Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Noonan is a financial professional with over 20 years of experience in the industry. Sean currently works for Commonwealth Financial Network in Waltham, MA. Sean has held previous roles at Citizens Securities, Inc., John Hancock Distributors LLC, Signator Investors, Inc., Quick & Reilly, Inc. and BankBoston Investor Services, Inc. Sean holds Series 6, 7, 26, 63 and SIE licenses. Sean specializes in providing financial advice and portfolio management for individuals, businesses, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Sean is registered to provide investment advice in 53 states and territories.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/25/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
RI
08/23/2010 - 04/17/2023
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MA
01/01/2005 - 04/24/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
08/05/2002 - 01/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
09/05/2000 - 07/13/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/03/2000 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
08/26/1999 - 01/31/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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