Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Keenan Mahoney is an investment advisor representative with Edward Jones, a firm with a strong reputation in the financial services industry. Sean has been in the industry for over 18 years. Sean's career has spanned multiple firms, including MFS Fund Distributors, Inc. and Franklin/Templeton Distributors, Inc. He holds several licenses and designations, including Series 6, Series 7, Series 63, and the SIE, along with the Chartered Financial Analyst designation. Sean is registered in multiple states across the country, including Washington, Texas, California, and more. His experience and expertise make Sean a valuable resource for clients seeking investment advice.
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.
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.
See schedule d - miscellaneous
1
2
WA
02/26/2024 - Present
Edward Jones (SPOKANE VALLEY WA)
IL
09/19/2012 - 02/27/2024
MFS FUND DISTRIBUTORS, INC. (Elmhurst IL)
CA
11/09/2005 - 09/04/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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