Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean O'Keefe is an investment advisor representative at Ameriprise Financial Services, LLC, a firm with a rich history of providing comprehensive financial advice and solutions to individuals and families. Sean holds a Series 7 and Series 66 license, and has been in the financial services industry since 2020. Sean has experience in financial planning, asset allocation, and portfolio management. Sean's dedication to understanding each client's unique needs and goals, paired with his extensive industry knowledge, allows him to create personalized financial strategies for their specific circumstances. In addition to his work with Ameriprise, Sean previously held positions at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and SECURIAN FINANCIAL SERVICES, INC.
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.
Asset allocation services
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.
1
2
SC
06/20/2024 - Present
Ameriprise Financial Services, LLC (Daniel Island SC)
SC
08/19/2021 - 10/09/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLESTON SC)
SC
09/29/2020 - 07/19/2021
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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