Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Edward Obrien is a financial advisor with over 30 years of experience in the industry. Sean is currently registered with Kestra Advisory Services, LLC and has been a registered representative since 1992. Sean provides a range of financial services, including financial planning, portfolio management, and retirement planning. Sean holds multiple licenses and certifications, including the Series 6, 7, 24, 51, 63, and 66 licenses. Sean has also passed the Securities Industry Essentials (SIE) exam. In addition to working with Kestra Advisory Services, LLC, Sean also serves as Director of Operations for Symonds Wealth 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.
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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2
TX
02/13/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/28/1992 - 02/15/2023
PRINCIPAL SECURITIES, INC. (FORT WORTH TX)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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