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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick Clancy is a financial advisor affiliated with Prime Capital Financial. Sean Patrick Clancy is registered with the state of Colorado, Kansas and Texas. Sean Patrick Clancy has been in the industry since 2005 and has a total of 3 current registrations. Sean Patrick Clancy has passed the SIE, Series 7 and Series 66 exams. Sean Patrick Clancy has experience with Prime Capital Financial, PRIVATE CLIENT SERVICES, LLC, Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Sean Patrick Clancy works at the Overland Park, KS branch of Prime Capital Financial.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
10/04/2019 - Present
Prime Capital Financial (OVERLAND PARK KS)
CO
04/25/2018 - 12/09/2021
PRIVATE CLIENT SERVICES, LLC (DENVER CO)
CO
07/16/2010 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENWOOD VILLAGE CO)
KS
07/08/2005 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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