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Sean Michael Wynne

Edward Jones

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About Sean Michael Wynne

Sean Michael Wynne is a financial advisor with Edward Jones. Sean has been in the financial services industry since 1986. Sean has been registered with the Securities and Exchange Commission (SEC) since 2003. Sean has a Series 7, Series 63, Series 65 license. The primary office of Sean is located in Rockaway Park, New York. Sean specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Sean Wynne is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Sean Wynne’s Registration & Firm History

NY

11/17/2023 - Present

Edward Jones (Rockaway Park NY)

NY

12/18/2012 - 11/30/2023

CITIGROUP GLOBAL MARKETS INC. (HOWARD BEACH NY)

NY

05/22/2008 - 12/20/2012

HSBC SECURITIES (USA) INC. (JAMAICA NY)

NY

10/20/2004 - 05/01/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)

NY

12/02/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

11/01/2000 - 11/19/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

06/29/1999 - 08/01/2000

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

IL

10/13/1998 - 04/20/1999

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

10/12/1993 - 10/26/1998

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

11/15/1991 - 07/08/1992

D. H. BLAIR & CO., INC. (NEW YORK NY)

FL

07/23/1991 - 10/14/1991

WESTFALIA INVESTMENTS, INC. (FORT LAUDERDALE FL)

NY

10/24/1986 - 10/17/1990

COWEN & CO. (NEW YORK NY)

NA

10/14/1985 - 10/08/1986

BEAR, STEARNS & CO. INC.

NA

07/05/1984 - 10/25/1985

DREXEL BURNHAM LAMBERT INCORPORATED

NA

03/23/1984 - 11/16/1984

SHEARSON LEHMAN/AMERICAN EXPRESS INC.

NA

03/22/1984 - 06/27/1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

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Licenses & Designations

IA

Issued 10/07/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sean Michael Wynne.
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