Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kelleher is a financial professional with over 10 years of experience in the industry. Sean is a Certified Financial Planner™ and holds licenses to provide investment advice in California. Sean is currently employed by Cetera Investment Advisers LLC and works out of their Gold River, CA office. Previously, Sean worked at NEXT FINANCIAL GROUP, INC. Sean specializes in retirement planning, education planning, and investment management. Sean has a strong understanding of the financial needs of individuals, families, and businesses and is committed to providing his clients with personalized advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (GOLD RIVER CA)
CA
07/11/2018 - 08/01/2019
NEXT FINANCIAL GROUP, INC. (Gold River CA)
BOTH
Issued 9/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Kelleher is the right advisor for you? Invested Better is here to help.
