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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 O'Connell is an Investment Advisor Representative associated with Pbmares Wealth Management LLC in FAIRFAX, VA. Sean O'Connell has been in the industry since January 2013. Sean O'Connell is also a Partner in the CPA firm of Pbmares, LLP. Sean O'Connell's function in the CPA firm is not investment related. Sean O'Connell's duties with this business are tax preparation and review, business consulting, and financial statement presentation. Sean O'Connell is registered with the state of Virginia.
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.
Consulting
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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VA
01/30/2013 - Present
Pbmares Wealth Management LLC (FAIRFAX VA)
Active
Inactive
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