Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McNamara is a financial advisor with The Ayco Company, LP, and has been in the industry since November 15, 2019. Sean provides financial planning and portfolio management for both individuals and businesses. He is a registered investment advisor in Illinois and holds the Series 63, 65, 7TO, and SIE licenses. Sean has worked in the financial services industry for over 4 years, and has a diverse background that includes experience in real estate, sales, and customer service.
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.
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
IL
11/16/2019 - Present
THE Ayco Company, LP (CHICAGO IL)
IL
07/24/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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