Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McAneney is an investment advisor representative with Oppenheimer & Co. Inc. Sean has been in the financial services industry since October 2015. Prior to joining Oppenheimer & Co. Inc., Sean worked at Voya Financial Advisors, Inc. and NYLIFE Securities LLC. Sean holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Sean provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Sean's office is located in Radnor, Pennsylvania.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
05/30/2018 - Present
Oppenheimer & Co. Inc. (RADNOR PA)
PA
12/16/2016 - 06/04/2018
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
PA
08/03/2015 - 09/26/2016
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
IA
Issued 09/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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