Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Connolly is a registered investment advisor representative associated with Avocet Capital Management LLC. Sean has been in the industry for over 17 years and is based in Libertyville, Illinois. Sean is a Chartered Financial Analyst, holds a Series 7 and Series 66 license, and has passed the Research Analyst Exam - Part II Regulations Module. Sean provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Consolidated balance sheet reporting
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.
A percentage of the total value of assets under management is charged.
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IL
06/04/2024 - Present
Avocet Capital Management LLC (LIBERTYVILE IL)
WI
10/16/2006 - 08/14/2009
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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