Unclaimed
Sean Melican is a financial advisor who has been in the industry since 2019. Sean is currently registered with Keystone Financial Group, LLC. Sean has previously worked for Lincoln Investment. Sean holds the Series 7TO, SIE, and Series 66 licenses. Sean specializes in providing financial planning and portfolio management services for individuals and corporations. Sean is also a co-member and business owner of SandS Shipping.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
KY
02/04/2025 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
OH
08/06/2019 - 05/11/2020
LINCOLN INVESTMENT (INDEPENDENCE OH)
BOTH
Issued 09/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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