Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Daniel Harrell is a financial advisor with over 8 years of experience in the industry. Sean has worked with a number of firms including Merrill Lynch, Morgan Stanley and currently with Choreo, LLC. Sean is registered as an Investment Advisor Representative in California and holds Series 66, Series 7 and SIE licenses. Sean is passionate about helping individuals, families and businesses reach their financial goals. Sean has extensive experience with working with clients in the areas of financial planning, retirement planning, and portfolio management.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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IL
01/06/2023 - Present
Choreo, LLC (ROCKFORD IL)
CA
05/16/2016 - 09/25/2018
MORGAN STANLEY (SANTA ROSA CA)
CA
12/15/2014 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
BOTH
Issued 01/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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