Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean MacRory is an investment advisor representative at Oneseven in BEACHWOOD, OH. Sean has over 19 years of experience in the financial services industry. Sean holds the Series 7, Series 63, and Series 65 licenses. Sean has previously worked at several firms including WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sean specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, charitable organizations and other investment advisors. Sean is also a licensed insurance agent.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
05/25/2022 - Present
Oneseven (BEACHWOOD OH)
TX
02/28/2019 - 05/02/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
06/08/2011 - 03/29/2019
MORGAN STANLEY (HOUSTON TX)
TX
10/23/2009 - 06/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/09/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
01/14/2004 - 07/25/2007
LINSCO/PRIVATE LEDGER CORP. (SUGAR LAND TX)
IA
Issued 03/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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