Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Sullivan is a financial advisor with Lifeworks Advisors, LLC. Sean has been in the financial industry for over 19 years, and has held various roles with companies like Voya Financial Advisors, Inc., National Securities Corporation, and Securities America, Inc. Sean is currently registered in Connecticut as an Investment Advisor Representative. Sean is also licensed to sell insurance in New York. Sean has a Series 63, Series 65, Series 7, and Series 24. Sean specializes in providing financial planning services to individuals, businesses, and pension plans. Sean is committed to providing clients with personalized financial advice and guidance.
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.
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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CT
07/17/2023 - Present
Lifeworks Advisors, LLC (NEWTOWN CT)
NY
07/21/2022 - 07/10/2023
ARETE WEALTH MANAGEMENT, LLC (White Plains NY)
CT
09/18/2017 - 07/20/2022
NATIONAL SECURITIES CORPORATION (SOUTH NORWALK CT)
FL
03/07/2017 - 09/16/2017
VOYA FINANCIAL ADVISORS, INC. (PALM BEACH GARDENS FL)
CT
05/05/2014 - 10/21/2016
SECURITIES AMERICA, INC. (NORWALK CT)
CT
11/02/2012 - 05/08/2014
FSC SECURITIES CORPORATION (NORWALK CT)
NY
12/09/2011 - 06/21/2012
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
11/24/2008 - 12/12/2011
MAXIM GROUP LLC (NEW YORK NY)
NY
03/18/2004 - 11/24/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
IA
Issued 03/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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