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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 Donnelly is an investment advisor representative with Ameriprise Financial Services, LLC in San Diego, CA. Sean has been in the financial services industry since 1995. Sean has a broad range of experience and is registered with the following organizations: FINRA, the Securities and Exchange Commission (SEC), and the state of California. Sean Donnelly has a strong commitment to providing clients with the highest level of service and expertise.
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.
Asset allocation 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.
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CA
10/06/2014 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
04/27/2012 - 10/14/2014
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
06/01/2009 - 05/02/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
03/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
CA
07/29/2004 - 03/06/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
SC
12/07/2000 - 06/29/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
KS
05/20/1997 - 02/04/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
11/10/1995 - 04/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 01/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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