Unclaimed
Sean McCann has been in the financial industry since 1991. Sean is currently registered with Eagle Strategies LLC as an investment advisor representative in Colorado and as a registered investment advisor representative in Texas. Sean McCann holds Series 6, 7, and 63 licenses. Sean has been with Eagle Strategies LLC since October 2001. Sean McCann also offers services through Integrated Financial Strategies, LLC, a business that specializes in financial planning and investment management. Sean McCann is an insurance broker and has been licensed with New York Life Insurance Company since July 1991. Sean McCann is also registered with NYLIFE Securities LLC. Sean McCann has a strong background in the financial industry, including experience in insurance, investment management, and financial planning. Sean is committed to helping clients achieve their financial goals and is a valuable resource for individuals and families seeking financial advice.
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.
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.
1
2
CO
07/26/2017 - Present
Eagle Strategies LLC (LITTLETON CO)
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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