Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Agnew is a registered investment advisor representative with Alliancebernstein LP, a firm with over $651 billion in assets under management. Sean has been in the financial services industry since 2014 and has experience with various firms including Brinkker Capital Securities, Inc., FORESIDE FUND SERVICES, LLC, and Mill Creek Capital Advisors, LLC. Sean is also a licensed investment advisor representative in several states and holds the Series 3, 7, 63, and 66 securities licenses.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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
04/10/2024 - Present
Alliancebernstein LP (Philadelphia PA)
NY
03/24/2016 - 04/03/2018
FORESIDE FUND SERVICES, LLC (New York NY)
PA
11/21/2014 - 03/08/2016
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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