Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Cooneyolson is a financial advisor with over 3 years of experience in the industry. Sean holds Series 7, 63, 65 and SIE licenses. Sean is currently registered with Maxim Financial Advisors LLC in New York, NY, and provides financial advisory services to individuals and businesses. Sean has previously worked at LAIDLAW & COMPANY (UK) LTD. Sean specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/09/2021 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
NY
01/07/2015 - 06/14/2018
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
IA
Issued 08/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
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Nasdaq Stock Market
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