Unclaimed
Sean P. Ryan is a financial professional with over 15 years of experience in the industry. Sean is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in Pennsylvania. Sean has held previous positions with several firms including Cetera Advisor Networks LLC, Cetera Advisors LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (WAYNE PA)
CA
02/23/2016 - 08/11/2017
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
02/23/2016 - 08/11/2017
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
02/23/2016 - 08/11/2017
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
02/23/2016 - 08/11/2017
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
02/23/2016 - 08/11/2017
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/23/2016 - 08/11/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
02/23/2016 - 08/11/2017
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
02/23/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
02/23/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
02/23/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
PA
11/26/2012 - 02/03/2016
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
AZ
03/19/2012 - 10/22/2012
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
PA
10/28/2010 - 03/19/2012
PACER FINANCIAL, INC. (PAOLI PA)
PA
03/05/2008 - 10/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)
BOTH
Issued 6/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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