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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Quigley is a financial advisor with The Colony Group, LLC. Sean is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in Florida and Georgia. Sean specializes in financial planning, portfolio management, and insurance solutions. Sean has been in the financial services industry for over 14 years. Prior to joining The Colony Group, LLC, Sean was employed by ALPS DISTRIBUTORS, INC., EAGLE FUND DISTRIBUTORS, INC., and Raymond James & Associates, Inc. Sean holds the Series 7, 63, and 65 licenses. Sean is also a Registered Investment Advisor (RIA) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
FL
08/29/2024 - Present
THE Colony Group, LLC (Tampa FL)
CO
03/25/2015 - 12/03/2019
ALPS DISTRIBUTORS, INC. (DENVER CO)
FL
07/23/2007 - 02/23/2015
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
04/07/2006 - 08/21/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 09/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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