Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Gilsenan is an investment advisor representative with Whitener Capital Management, Inc., located in CARY, NC. Sean has been in the industry since 1993. Sean has passed the Series 63, Series 65 and Series 7 exams. Sean is a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
02/09/2011 - Present
Whitener Capital Management, Inc. (CARY NC)
NC
04/21/2003 - 01/27/2011
VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)
NY
10/18/2002 - 04/29/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NC
11/01/1995 - 10/21/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NY
12/07/1993 - 11/14/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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