Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McCann is a financial advisor with over 30 years of experience in the industry. Sean has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Sean has a proven track record of success and is dedicated to helping his clients achieve their financial goals. Sean is a Certified Financial Planner and holds both Series 7 and 63 licenses. Sean is affiliated with World Investment Advisors, LLC, a firm with over $37 billion in assets under management.
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.
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MA
07/03/2024 - Present
World Investment Advisors, LLC (WESTBOROUGH MA)
MA
05/04/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Westborough MA)
MA
07/28/2003 - 05/04/2017
COMMONWEALTH FINANCIAL NETWORK (SOUTHBOROUGH MA)
SC
04/15/2002 - 08/18/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/20/2001 - 04/29/2002
QUICK & REILLY, INC. (NEW YORK NY)
MA
12/20/1999 - 12/21/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
06/02/1992 - 12/21/1999
FISCO EQUITY, INC. (LINCOLN RI)
PA
01/09/1992 - 05/06/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
11/08/1990 - 11/09/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/09/1990 - 03/06/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
01/16/1989 - 04/11/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
02/16/1988 - 10/20/1988
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
08/20/1987 - 02/20/1988
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
03/20/1986 - 01/19/1987
FIRST INVESTORS CORPORATION
IA
Issued 03/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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