Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Maher is a registered representative with M Holdings Securities, Inc. Sean has been in the financial services industry since 1996 and has experience in investment company products, variable contracts, and direct participation programs. Sean is also a licensed securities agent in 15 states. Sean has a strong track record of providing financial advice to individuals and families.
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
PA
06/28/2013 - Present
M Holdings Securities, Inc. (Audubon PA)
PA
11/20/2001 - 06/28/2013
VFIC SECURITIES, INC. (KING OF PRUSSIA PA)
MA
04/22/1997 - 11/21/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/07/1997 - 12/11/1998
MANEQUITY, INC. (BOSTON MA)
CA
09/17/1996 - 01/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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