Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Neary is a financial advisor with Lincoln Investment and Capital Analysts. Sean Neary is registered to provide securities and investment advisory services in 24 states. Sean Neary has been in the industry since 2013 and has experience providing financial planning services to a wide range of clients, including individuals, families, and businesses. Sean Neary is committed to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/26/2024 - Present
Lincoln Investment (Tallahassee FL)
FL
12/28/2015 - 03/15/2016
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
10/10/2013 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (TAMPA FL)
BC
Issued 07/09/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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