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Sean Steven Devine

Money Concepts Capital Corp.

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About Sean Steven Devine

Sean Devine is a financial advisor with Money Concepts Capital Corp. Sean has over a decade of experience in the financial industry, having been a registered representative since 2011. Sean has a broad range of experience and holds several licenses and certifications, including the Series 7, Series 24, Series 52, Series 53, and Series 99. Sean is registered in California, Florida, and Illinois and specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Sean Devine is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Sean Devine’s Registration & Firm History

FL

07/30/2020 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

FL

02/28/2018 - 07/14/2020

ALLY INVEST SECURITIES LLC (FORT LAUDERDALE FL)

FL

04/26/2017 - 08/10/2017

NYLIFE SECURITIES LLC (SUNRISE FL)

FL

08/09/2016 - 02/10/2017

DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)

FL

10/18/2011 - 03/15/2016

FMSBONDS, INC. (NORTH MIAMI BEACH FL)

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Licenses & Designations

BC

Issued 11/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/24/2020

Series 24 - General Securities Principal Examination

BC

Issued 12/01/2018

Series 4 - Registered Options Principal Examination

BC

Issued 01/05/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Steven Devine.
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