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 Hennessey is a financial advisor registered with Truist Advisory Services, Inc. Sean has over 20 years of experience in the financial services industry. Sean is a Certified Financial Planner™ professional and holds the Series 6, 7, 63 and 65 licenses. Sean provides financial planning, portfolio management for individuals and businesses and publication of periodicals. Sean is located in Dallas, Texas.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (DALLAS TX)
VA
06/03/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
08/07/2018 - 06/04/2019
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
TX
12/02/2016 - 02/20/2017
SHARE FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/07/2009 - 11/22/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
09/15/2006 - 07/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
TX
11/22/1999 - 09/20/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PLANO TX)
IA
Issued 02/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Hennessey is the right advisor for you? Invested Better is here to help.
