Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Francis Obrien is a financial advisor with over 30 years of experience in the financial industry. Sean is registered with Kestra Advisory Services, LLC and has a series 6, 7, 63, and 65 licenses as well as the SIE exam. Sean has previously worked with 1717 Capital Management Company. Sean is a member of the Endowment Committee at Christian Brothers Academy. Sean has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Sean's main office is located at 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735.
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
NJ
04/20/2016 - Present
Kestra Advisory Services, LLC (Holmdel NJ)
NJ
11/16/1992 - 02/12/2007
1717 CAPITAL MANAGEMENT COMPANY (EDISON NJ)
IA
Issued 02/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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