Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McVey is a financial advisor with over 17 years of experience in the industry. Sean is currently registered with LPL Financial LLC. Sean has experience with a variety of firms including Wells Fargo Clearing Services, LLC, American Global Wealth Management, Inc. and Laidlaw & Company (UK) LTD. Sean provides a variety of financial advisory services including financial planning, pension consulting, portfolio management for individuals and businesses.
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
FL
06/28/2024 - Present
LPL Financial LLC (NAPLES FL)
FL
08/22/2023 - 07/01/2024
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (NAPLES FL)
FL
11/09/2020 - 08/04/2023
LAIDLAW & COMPANY (UK) LTD. (Naples FL)
FL
08/24/2020 - 03/12/2021
WORLD EQUITY GROUP, INC. (Naples FL)
FL
06/21/2010 - 10/04/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
08/03/2006 - 12/23/2008
COMERICA SECURITIES (NAPLES FL)
FL
09/17/2004 - 01/10/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
10/08/2001 - 11/12/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean McVey is the right advisor for you? Invested Better is here to help.
