Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean O'Donnell is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sean has been in the securities industry since 2006 and has held prior positions at CitiGroup Global Markets Inc. and Deutsche Bank Securities Inc. Sean has a wide range of experience and expertise in the financial services industry. Sean holds multiple licenses and certifications, including Series 6, 7, 10, 63, 65, and SIE. Sean is registered to provide investment advice in several states, including New York, New Jersey, Texas, and others. Sean is dedicated to providing personalized financial advice and guidance to help 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/02/2015 - 02/28/2020
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
02/19/2014 - 08/03/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/29/2007 - 08/08/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/17/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MANHASSET NY)
IA
Issued 12/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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