Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Davern is a financial advisor working with State Farm Investment Management Corp. Sean Davern has been working in the financial industry since 2012 and is registered as a Registered Representative in New York. Sean Davern has a strong background in insurance and investment services and is committed to providing personalized financial advice to individuals and families. Sean Davern is experienced in managing investment portfolios and helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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NY
06/23/2022 - Present
State Farm Investment Management Corp. (Rochester NY)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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