Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McEvoy is a financial advisor registered with LPL Financial LLC. Sean has been in the financial industry since 2001 and has a wide range of experience. Sean specializes in providing financial planning, investment management, and other advisory services to individuals, families, and businesses. Sean holds the Series 6, 7, 24, 63, and 66 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to working with LPL Financial LLC, Sean also works with Ameriprise Financial Services, Inc. and Haverford Investment Management. Sean is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/16/2024 - Present
LPL Financial LLC (COLUMBUS OH)
OH
05/27/2011 - 02/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (DUBLIN OH)
OH
03/08/2001 - 06/03/2011
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 03/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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