Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Clary is a financial advisor with Gladstone Wealth Partners. Sean has been in the industry since 1997 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Sean is registered with the state of New York as an investment advisor representative. Sean specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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
FL
11/20/2023 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NY
05/24/1999 - 01/11/2021
TD AMERITRADE, INC. (Huntington Station NY)
NY
11/13/1997 - 12/05/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/15/1997 - 11/12/1997
HD BROUS & CO., INC. (GREAT NECK NY)
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sean Clary is the right advisor for you? Invested Better is here to help.
