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 Lydon is a financial advisor with Avantax Advisory Services and has been in the industry since 2011. Sean is registered with the state of Maryland and holds Series 66, Series 7 and SIE licenses. Sean is a Personal Financial Specialist and has been a partner at Lydon Fetterolf Corydon for over 20 years. Sean is experienced in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (ROCKVILLE MD)
MD
02/21/2011 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCKVILLE MD)
BOTH
Issued 08/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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