Unclaimed
Sean Milligan is a financial advisor with Janney Montgomery Scott LLC, a firm with offices in Philadelphia, PA. Sean is a veteran financial professional with over a decade of experience in the industry. Sean is a licensed and registered professional with an active license to provide financial services in over 25 states. Sean has worked in the industry since 2010, providing financial advice to individuals, corporations, and other institutions. Sean has a strong track record of success in helping clients 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.
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.
Fee plus commission
1
2
LA
09/20/2022 - Present
Janney Montgomery Scott LLC (Mandeville LA)
CT
10/02/2020 - 05/23/2022
WILLIAMS TRADING LLC (WESTPORT CT)
CT
07/22/2019 - 01/17/2020
WILLIAMS TRADING LLC (WESTPORT CT)
LA
09/12/2017 - 09/05/2018
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
LA
05/27/2015 - 09/11/2017
COKER & PALMER (New Orleans LA)
LA
02/27/2013 - 05/27/2015
IBERIA CAPITAL PARTNERS L.L.C. (NEW ORLEANS LA)
LA
07/21/2008 - 02/19/2013
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/16/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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