Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean O'Rourke is an Investment Advisor Representative with MML Investors Services, LLC. Sean has been in the financial industry since February 18, 2007. Sean has held licenses and registrations in several states, including Pennsylvania, New Jersey, North Carolina, Delaware, Michigan, and Florida. Sean has experience working with various clients, including individuals, families, and small businesses. Sean is dedicated to helping clients achieve their financial goals and can provide a wide range of financial services.
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.
Asset allocation programs
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
1
2
PA
06/11/2019 - Present
MML Investors Services, LLC (HORSHAM PA)
PA
06/04/2015 - 05/03/2019
CITIZENS SECURITIES, INC. (EAST NORRITON PA)
PA
06/28/2011 - 04/22/2015
WELLS FARGO ADVISORS, LLC (NORRSITOWN PA)
PA
02/08/2008 - 03/23/2011
NYLIFE SECURITIES LLC (HORSHAM PA)
NJ
07/31/2006 - 12/21/2007
SECURIAN FINANCIAL SERVICES, INC. (MT LAUREL NJ)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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