Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick Buchanan is an investment advisor representative with Great Valley Advisor Group, Inc. Sean has over 20 years of experience in the financial services industry. Sean is licensed to offer investment advice in Florida, Maine, New Jersey, New York, Pennsylvania, South Carolina, and Tennessee. Sean specializes in financial planning, portfolio management for individuals and businesses, and consulting services. Sean holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Prior to joining Great Valley Advisor Group, Inc., Sean was with Wells Fargo Clearing Services, LLC and PNC Investments.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/08/2023 - Present
Great Valley Advisor Group, Inc. (Doylestown PA)
PA
07/02/2013 - 05/17/2023
WELLS FARGO CLEARING SERVICES, LLC (WARMINSTER PA)
PA
08/18/2011 - 07/08/2013
PNC INVESTMENTS (WILLOW GROVE PA)
PA
05/28/2010 - 07/22/2011
CCO INVESTMENT SERVICES CORP. (SOUTHAMPTON PA)
PA
10/30/2001 - 02/19/2010
WELLS FARGO ADVISORS, LLC (SOUTHAMPTON PA)
IA
Issued 12/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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