Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Reilly is a financial advisor with over 18 years of experience in the financial services industry. Sean is currently registered with Commonwealth Financial Network, where Sean provides financial planning, investment management and retirement planning services. Sean has also worked with Morgan Stanley and Lincoln Investment. Sean holds FINRA Series 6, 7, 63, and 65 securities licenses and is also a Certified Financial Planner.
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.
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.
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RI
05/10/2024 - Present
Commonwealth Financial Network (Providence RI)
RI
04/21/2010 - 05/21/2024
MORGAN STANLEY (Providence RI)
MA
05/15/2009 - 03/17/2010
LINCOLN INVESTMENT (WALTHAM MA)
MA
04/18/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MEDFIELD MA)
IA
Issued 05/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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