Unclaimed
Sean McConnell is a financial advisor with J.P. Morgan Securities LLC, a leading financial services firm. Sean has been in the industry since 2004 and has experience with a variety of financial products and services. Sean has held licenses with several financial institutions, including Lincoln Financial Distributors, Inc. and Delaware Distributors, L.P., and has a strong track record of success in providing financial advice to individual clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/01/2009 - Present
J.p. Morgan Securities LLC (New York NY)
PA
12/14/2006 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
08/25/2004 - 11/21/2006
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 01/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sean McConnell is the right advisor for you? Invested Better is here to help.