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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Francis Flaherty is a financial advisor with over 30 years of experience in the industry. Sean is currently registered with Integrated Wealth Concepts LLC in Boston, MA and Texas. Previously, Sean was associated with Coburn & Meredith, Inc., Gruntal & Co., L.L.C., and Kidder, Peabody & Co. Incorporated. Sean specializes in providing financial planning, pension consulting and selection of other advisors for high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and individuals other than high-net-worth. Sean also offers investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm.
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.
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
MA
07/12/2021 - Present
Integrated Wealth Concepts LLC (BOSTON MA)
MA
07/23/1999 - 07/31/2021
COBURN & MEREDITH, INC. (BOSTON MA)
NY
09/24/1991 - 08/18/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/18/1987 - 11/16/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/19/1986 - 11/24/1987
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
IA
Issued 07/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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