Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McElhaney is a financial advisor with over 14 years of experience in the financial services industry. Sean is currently registered as an Investment Advisor Representative with Family Office Research, LLC. Previously, Sean was affiliated with Fidelity Brokerage Services LLC, Navy Federal Brokerage Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is a Certified Financial Planner and holds the Series 66, SIE, and Series 7 securities licenses. Sean's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Sean is also a Director of Operations and Logistics for Glover Park Tour, a recreational golf organization.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MD
04/19/2024 - Present
Family Office Research, LLC (BETHESDA MD)
MD
07/08/2010 - 05/18/2022
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
VA
09/09/2009 - 06/09/2010
NAVY FEDERAL BROKERAGE SERVICES, LLC (HERNDON VA)
FL
05/13/2008 - 08/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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