Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Michael Donlan is a financial advisor with over 25 years of experience in the financial industry. Sean is registered with MML Investors Services, LLC in New Jersey and Texas and holds multiple licenses, including Series 6, Series 7, and Series 66. Sean previously held positions with MSI Financial Services, INC., New England Securities, Signator Investors, INC., and John Hancock Mutual Life Insurance Company. Sean also holds a license to sell insurance products. Sean focuses on providing financial planning, portfolio management, and asset allocation services to high net worth individuals, corporations, and pension plans.
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 programs
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.
Solicitors fees
1
2
NJ
05/04/2022 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
12/04/2000 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
MA
04/30/1997 - 11/28/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
04/30/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 11/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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