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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Cooney is a financial advisor with Cetera Investment Advisers LLC. Sean is based in St. Louis, Missouri. Sean's experience in the financial services industry began in 2019. Sean holds a Series 65, 63, 7 and SIE license. Sean is currently registered to provide financial advice in Colorado, Florida, Georgia, Illinois, Kansas, Missouri, Texas and Washington. Prior to joining Cetera Investment Advisers LLC, Sean was with Securian Financial Services, Inc., and Wells Fargo Clearing Services, LLC. Sean works with individual clients and corporations.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
07/07/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
09/30/2019 - 01/21/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 10/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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