Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kinney is an experienced financial professional with a strong track record of success in the industry. Sean has been in the business since 2009 and has a deep understanding of the financial markets. Sean has worked with several reputable firms, including Osaic Wealth, Inc., Triad Advisors LLC, Securities America, Inc., and Woodbury Financial Services, Inc. Sean specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Sean is committed to providing his clients with personalized financial advice and services to help them reach 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.
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.
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.
1
2
AZ
01/28/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
01/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/28/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/28/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/28/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/27/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
08/19/2021 - 11/16/2021
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
07/27/2021 - 11/16/2021
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
NY
04/09/2021 - 11/16/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
04/09/2021 - 11/16/2021
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
10/29/2019 - 11/16/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/26/2018 - 05/08/2019
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
10/02/2017 - 04/11/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
PA
01/01/2009 - 09/06/2016
KEYSTONE TRADING PARTNERS (WAYNE PA)
PA
02/05/2008 - 11/26/2008
MARKET STREET SECURITIES, INC. (PHILADELPHIA PA)
BOTH
Issued 08/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/29/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Kinney is the right advisor for you? Invested Better is here to help.
