Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McFarland is a registered representative with Stifel, Nicolaus & Company, Inc. based in ST. LOUIS, MO. Sean has been in the securities industry since 2010, with previous experience at EDWARD JONES. Sean specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting and educational seminars.
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.
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
MO
08/19/2014 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
07/20/2010 - 08/18/2014
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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