Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Thomas O'Reilly is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Sean has been in the industry since September 25, 1996 and has a strong track record of success. Sean holds the Series 63, 65, 7, and 31 securities licenses, as well as the SIE. Sean has a deep understanding of the financial markets and is committed to providing his clients with personalized investment advice. Sean is also a Certified Financial Planner. Sean is registered with the state of Ohio and Texas, and also holds a FINRA registration. Sean provides financial planning, portfolio management and other investment consulting services to both individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/29/2016 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
IA
Issued 01/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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