Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Lyons is a financial advisor with Lion Street Advisors, LLC, a firm that manages over $2 billion in assets for a variety of clients, including individuals, families, and businesses. Sean has over 20 years of experience in the financial services industry and has a strong understanding of investment strategies and financial planning. Sean is also a Certified Financial Planner™ professional. Sean is dedicated to helping clients achieve their financial goals and providing them with personalized advice and guidance.
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.
1
2
PA
04/21/2022 - Present
Lion Street Advisors, LLC (Macungie PA)
PA
01/03/2011 - 04/12/2021
M HOLDINGS SECURITIES, INC. (ALLENTOWN PA)
PA
05/03/2001 - 02/22/2011
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
WI
01/03/1998 - 06/07/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/11/1998 - 05/01/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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