Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Sheridan is an investment advisor representative with Orion Portfolio Solutions, LLC. Sean has been in the securities industry since 2017. Sean is registered with the state of Nebraska and Pennsylvania. Orion Portfolio Solutions, LLC is an investment advisor that provides investment advisory services to individuals, businesses, investment companies, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. The firm has approximately $10 billion - $50 billion in assets under management. Sean is a highly experienced and qualified investment advisor representative who can help you meet your 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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/09/2024 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
NY
08/18/2017 - 08/24/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
PA
01/12/2017 - 05/08/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Sheridan is the right advisor for you? Invested Better is here to help.
