Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean William Hanley is a financial advisor with Creative Planning in New York, NY. Sean has been working in the financial services industry since 2000. Sean holds the Series 7, Series 63, Series 65, and Series 66 licenses. Sean also holds the Certified Financial Planner designation. Sean has experience providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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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NY
09/03/2024 - Present
Creative Planning (New York NY)
NY
10/08/2023 - 09/03/2024
LPL FINANCIAL LLC (EAST MEADOW NY)
NY
01/26/2022 - 08/21/2023
CHARLES SCHWAB & CO., INC. (New York NY)
NY
06/15/2012 - 08/19/2023
TD AMERITRADE, INC. (New York NY)
GA
01/23/2004 - 08/18/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
03/29/2000 - 10/11/2001
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
01/01/1998 - 05/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/14/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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