Unclaimed
Sean Michael Lennon has been a registered representative for over 23 years. Sean is currently registered with GWN Securities Inc. and has been with them since August 2019. Prior to this, Sean worked at Nationwide Securities, LLC for over 22 years. Sean is licensed in Rhode Island and holds Series 6, Series 63 and SIE licenses. Sean provides services such as financial planning, market timing services, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
RI
08/01/2019 - Present
GWN Securities Inc. (WAKEFIELD RI)
RI
09/09/1996 - 08/07/2019
NATIONWIDE SECURITIES, LLC (WAKEFIELD RI)
MA
12/07/1995 - 05/01/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/1995 - 05/01/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Lennon is the right advisor for you? Invested Better is here to help.