Unclaimed
Sean Patrick Nevin is a registered representative with Morgan Stanley. Sean has been in the financial industry since 2022. Sean is licensed in New York. Sean holds the Series 63, Series 7TO and SIE licenses. Sean provides investment advice to individuals, high-net-worth individuals, investment companies, corporations and other businesses, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities and charitable organizations. Sean is affiliated with Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/14/2022 - Present
Morgan Stanley (Purchase NY)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sean Nevin is the right advisor for you? Invested Better is here to help.