Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Fitzgerald is a registered representative and investment advisor representative with LPL Financial LLC. Sean is located in Branson, MO and has been in the industry since 2023. Sean's firm, LPL Financial LLC is a registered investment advisor with more than 20,000 employees and over $463 billion in assets under management. LPL Financial LLC provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Sean is registered with the state of Missouri and holds the Series 66, 7TO and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
03/15/2023 - Present
LPL Financial LLC (BRANSON MO)
BOTH
Issued 03/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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