Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Mchale is a financial advisor who has been in the industry for over 20 years. Sean works with Cetera Investment Advisers LLC and previously worked with Hancock Whitney Investment Services Inc., BB&T Securities, LLC, BB&T Investment Services, Inc. and SunTrust Investment Services, Inc. Sean specializes in providing financial planning, investment management, and wealth management services to individuals, families, and businesses. Sean is also a volunteer for Junior Achievement of Tampa Bay Inc.
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.
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
08/10/2022 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
08/28/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (TAMPA FL)
FL
01/02/2018 - 08/14/2019
BB&T SECURITIES, LLC (TAMPA FL)
FL
01/12/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
FL
07/28/2003 - 12/12/2016
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 9/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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