Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean E. Teesdale is an investment advisor representative, holding active licenses in New Jersey and Pennsylvania. Sean is a registered representative of Captrust. Sean has been in the industry since 2005 and has experience with a variety of financial services firms including Vanguard Marketing Corporation, Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., and M Holdings Securities, Inc. Sean has earned the Chartered Financial Analyst designation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/20/2017 - Present
Captrust (DOYLESTOWN PA)
PA
02/21/2014 - 09/20/2017
M HOLDINGS SECURITIES, INC. (PLYMOUTH MEETING PA)
PA
12/12/2008 - 06/07/2013
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
10/26/2005 - 05/30/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
04/28/2004 - 10/05/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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