Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Michael Ryan is a financial advisor with over six years of experience in the financial industry. Sean is currently registered with LPL Financial LLC, based in Watertown, NY. Sean has a strong background in the financial services industry, having previously worked at CUNA BROKERAGE SERVICES, INC., LIFEMARK SECURITIES CORP. and MML INVESTORS SERVICES, LLC. Sean holds Series 7TO, Series 6, Series 63, and Series 65 licenses, and has a strong understanding of investment strategies and financial planning. Sean provides a range of financial services, including investment advisory services, financial planning, and retirement planning.
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.
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2
NY
05/18/2022 - Present
LPL Financial LLC (Watertown NY)
NY
09/10/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Watertown NY)
NY
02/22/2016 - 12/31/2017
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
04/04/2015 - 02/09/2016
MML INVESTORS SERVICES, LLC (Watertown NY)
IA
Issued 04/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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