Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Wenham is a financial advisor with LPL Financial LLC, located in Golden Valley, MN. Sean has been working in the financial industry since 2003. Sean holds Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in several states. Prior to joining LPL Financial LLC, Sean worked for U.S. Bancorp Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean offers a variety of financial services, including financial planning, portfolio management, consulting, and other non-discretionary advisory services. Sean also works as VP/Regional Trust Manager for MidWestOne Bank.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
02/03/2021 - Present
LPL Financial LLC (GOLDEN VALLEY MN)
MN
05/27/2011 - 01/06/2021
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
06/10/2004 - 06/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
NY
04/10/1995 - 12/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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