Unclaimed
Sean Joseph Obrien is a financial advisor with Citizens Securities, Inc. Sean has been in the financial services industry since 1988. Sean's previous employers include LPL Financial LLC, Horace Mann Investors, Inc., MML Investors Services, LLC and MSI Financial Services, Inc.. Sean has a Series 7, Series 6, Series 24, Series 26, Series 63, Series 65 and SIE license. Sean provides portfolio management for individuals and selection of other advisers.
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.
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Personalized portfolio management to meet individual financial objectives.
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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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/19/2023 - Present
Citizens Securities, Inc. (NO QUINCY MA)
MA
10/05/2020 - 02/13/2023
LPL FINANCIAL LLC (BROCKTON MA)
MA
05/16/2017 - 10/06/2020
HORACE MANN INVESTORS, INC. (STOUGHTON MA)
MA
03/25/2017 - 05/08/2017
MML INVESTORS SERVICES, LLC (SOUTH EASTON MA)
MA
03/10/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTH EASTON MA)
MA
10/18/2006 - 06/19/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
02/05/2001 - 10/20/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/07/1997 - 03/20/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/31/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/28/1989 - 08/11/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
03/03/1987 - 01/23/1989
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 10/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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