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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 Jennings McGill is an investment advisor representative with Verity Asset Management. Sean has been in the securities industry since 1993. Sean is registered with the state of North Carolina, Texas and Arizona as an investment advisor representative, and with Florida as a broker. Sean holds the Series 6, 63, 22, 26, 39, and 65 securities licenses and the SIE exam. Verity Asset Management is a registered investment advisor that offers financial planning, investment management, and administrative services for advisors. The firm has offices in Durham, North Carolina.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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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NC
08/10/2015 - Present
Verity Asset Management (DURHAM NC)
GA
03/12/1993 - 08/26/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2004
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 07/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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