Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean M. McGrath is a financial advisor who has been in the industry since 2003. Sean is a Registered Representative and Investment Advisor Representative with Western International Securities, Inc.. Sean holds Series 63, 65, 7, 31, and SIE licenses and is registered to provide advisory services in several states. Sean has experience with individuals, corporations, and retirement plans and is committed to providing personalized financial planning and investment advice to meet each client's unique needs.
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.
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2
CA
02/20/2009 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/10/2003 - 02/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRESNO CA)
NY
01/02/2003 - 10/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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