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 Fahey is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Sean is a registered representative in Texas and Wisconsin, and has over 30 years of experience in the financial industry. Sean has held previous positions with Investment Centers of America, Inc., THE O.N. EQUITY SALES COMPANY, EAGLE ONE INVESTMENTS, LLC, H&R BLOCK FINANCIAL ADVISORS, INC. and LANDAAS & COMPANY. Sean offers a wide range of financial services to individuals, businesses, and institutions. Sean is committed to providing his clients with personalized financial advice and guidance. Sean is also licensed to sell insurance in Minnesota, Texas, and Ohio.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
10/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Grafton WI)
WI
06/12/2009 - 10/23/2017
INVESTMENT CENTERS OF AMERICA, INC. (GRAFTON WI)
WI
04/19/2006 - 06/15/2009
THE O.N. EQUITY SALES COMPANY (GRAFTON WI)
IA
02/19/2002 - 04/18/2006
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
MI
01/15/2002 - 02/11/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
WI
01/08/2001 - 11/21/2001
LANDAAS & COMPANY (MILWAUKEE WI)
NY
05/29/1992 - 01/22/2001
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/05/1997
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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