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 Grattan is a financial advisor at LPL Financial LLC. Sean Patrick Grattan has been in the industry since September 9, 2004. Sean Patrick Grattan is registered with the state of Vermont and other states. Sean Patrick Grattan has been registered with LPL Financial LLC since March 2010. Prior to joining LPL Financial LLC, Sean Patrick Grattan was registered with TD Wealth Management Services Inc. and BancNorth Investment Group, Inc. Sean Patrick Grattan also holds Series 6, 7, 63, and 66 licenses as well as the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
03/17/2010 - Present
LPL Financial LLC (EESEX JUNCTION VT)
VT
11/17/2009 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (ST ALBANS VT)
VT
05/05/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (ST ALBANS VT)
VT
08/26/2004 - 05/02/2005
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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