Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean R Dolan is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. Sean Dolan has been in the financial services industry for over 18 years. Sean Dolan is licensed to provide financial services in multiple states, including Pennsylvania, Texas, and many others. Sean Dolan has experience in a variety of financial planning areas, including portfolio management, financial planning, and pension consulting. Sean Dolan also works with clients of all types including individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Sean Dolan is a highly experienced and qualified financial advisor who is dedicated to helping his clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ELIZABETHTOWN PA)
BOTH
Issued 03/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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