Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McAllister is a financial advisor at Cadaret, Grant & CO., Inc. Sean has been in the industry since February 2008. Sean has licenses in Arizona, Delaware, Florida, Illinois, Maine, Maryland, Massachusetts, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Sean has passed the Series 6, Series 63 and SIE exams. Sean provides a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Sean also provides life and health insurance and is a financial advisor for Sage Financial Associates.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (COBLESKILL NY)
MA
07/24/2008 - 11/25/2008
EQUITY SERVICES, INC. (NEWTON MA)
MA
02/04/2008 - 07/14/2008
MML INVESTORS SERVICES, INC. (BOSTON MA)
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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