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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Liam Mc nally is an active investment advisor representative with Ameriprise Financial Services, LLC. Sean Liam Mc nally is registered with the state of North Carolina and Texas. Sean Liam Mc nally has been in the industry since August 28, 1996. Sean Liam Mc nally is also registered as an Investment Advisor Representative with Ameriprise Financial Services, LLC. In addition to Ameriprise Financial Services, LLC, Sean Liam Mc nally has worked with other financial institutions including Securities America, Inc., LPL Financial LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Sean Liam Mc nally has Series 63, 65, 7 and 24 licenses as well as the SIE exam. Sean Liam Mc nally specializes in providing financial and investment advice to individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Sean Liam Mc nally offers advisory services such as financial planning, asset allocation services, educational seminars, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
Asset allocation services
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
NC
09/16/2024 - Present
Ameriprise Financial Services, LLC (Charlotte NC)
NC
12/15/2014 - 08/02/2018
SECURITIES AMERICA, INC. (WAXHAW NC)
NC
09/10/2004 - 12/22/2014
LPL FINANCIAL LLC (WAXHAW NC)
MN
01/03/1997 - 09/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/1997 - 09/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/06/1996 - 10/09/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 11/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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