Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Meehan is a financial advisor registered with Equitable Advisors, LLC. Sean has been in the industry since January 2020. Sean holds Series 66, 7TO, SIE and Series 24 licenses. Sean works with a range of clients, including individuals, corporations, pension plans, and charitable organizations. Sean provides a variety of services, including financial planning, portfolio management, and pension consulting. Sean has experience in a variety of industries, including financial services, real estate, and education. Sean is committed to providing his clients with personalized service and helping them achieve 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.
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.
1
2
MA
10/09/2020 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BOTH
Issued 03/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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