Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Gallagher is an Investment Advisor Representative with Thrive Wealth Management, LLC. Sean has been in the financial services industry for over 6 years, working with individuals, families, and businesses to help them reach their financial goals. Sean is a registered Investment Advisor Representative in Pennsylvania and has a Series 65 license. Sean has a passion for helping clients understand their financial situation and develop a plan to achieve their financial goals. Sean is committed to providing his clients with personalized service and a high level of expertise.
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.
Percentage of retirement plan assets under advisement
1
2
PA
12/06/2023 - Present
Thrive Wealth Management, LLC (AUDUBON PA)
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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