Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McCabe is a financial advisor with over 20 years of experience in the financial services industry. Sean is currently registered with Osaic Wealth, Inc. and has previously worked with firms like Woodbury Financial Services, Inc. and Questar Capital Corporation. Sean has a strong background in financial planning, portfolio management, and insurance. Sean 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.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (YUBA CITY CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (YUBA CITY CA)
CA
09/11/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (YUBA CITY CA)
CA
02/18/2011 - 09/20/2012
WOODBURY FINANCIAL SERVICES, INC. (ROCKLIN CA)
CA
06/16/2008 - 02/16/2011
COMMONWEALTH FINANCIAL NETWORK (ROSEVILLE CA)
CA
07/24/2003 - 06/24/2008
WOODBURY FINANCIAL SERVICES, INC. (DISCOVERY BAY CA)
IA
Issued 03/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean McCabe is the right advisor for you? Invested Better is here to help.
