Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McQuown is a financial advisor with over 20 years of experience. Sean is registered with Ameriprise Financial Services, LLC and has been with the firm since 2009. Prior to joining Ameriprise, Sean worked at AMELIA SECURITIES, INC., NEWBRIDGE SECURITIES CORPORATION and WACHOVIA SECURITIES FINANCIAL NETWORK, LLC. Sean has a Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Sean is a registered investment advisor and has a broad range of experience providing financial advice to individual investors and families, as well as businesses and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/13/2010 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
12/11/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
FL
12/14/2004 - 12/11/2008
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
MO
09/19/2001 - 12/17/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
08/12/1999 - 10/01/1999
AMELIA SECURITIES, INC. (JUPITER FL)
IA
Issued 04/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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