Unclaimed
Sean McWeeney is a registered representative with Goldman Sachs & Co. LLC. Sean has been in the industry since 2012 and specializes in financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Sean also has experience in portfolio management for investment companies. Previously, Sean was registered with Goldman Sachs Execution & Clearing, L.P. Sean is a Series 99 and SIE exam holder.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
07/23/2012 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
08/09/2012 - 06/12/2017
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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