Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kelliher is an investment advisor representative with Ameriprise Financial Services, LLC. Sean has been in the industry since 1999 and is registered in 28 states. Sean holds the Series 7, Series 24, Series 31, Series 63, and Series 66 licenses. Sean also holds the Certified Financial Planner designation. Sean specializes in providing investment advisory services to individuals, businesses, charitable organizations, trusts, and estates.
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
NJ
10/03/2006 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
MN
11/17/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
11/29/1999 - 03/17/2003
ICLEARING LLC (OMAHA NE)
NE
05/22/1998 - 11/23/1999
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Kelliher is the right advisor for you? Invested Better is here to help.
