Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Boylan is a financial advisor with over 25 years of experience. Sean has been registered with the Securities and Exchange Commission (SEC) since 1989 and holds a Series 6, 7, and 63 license. Sean is a Certified Financial Planner (CFP) and currently works for Integrated Wealth Concepts LLC, a registered investment advisor in Waltham, Massachusetts. Sean is also registered with LPL Financial, and in addition to Integrated Wealth Concepts, Sean's past experience includes working for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Veravest Investments, Inc., Davinci Capital Management Inc., and 1717 Capital Management Company.
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.
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
MA
10/17/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
11/24/2003 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
11/24/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/26/2001 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
09/06/2000 - 03/07/2001
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
DE
05/15/1997 - 09/18/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
01/10/1994 - 05/21/1997
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
TX
02/20/1990 - 01/03/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
KS
06/26/1989 - 01/01/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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