ADVISOR BIO

Sean Eldon Murphy is a financial advisor with Ameriprise Financial Services, LLC. Sean has been working in the financial industry since 1995 and has a strong track record of helping individuals and families reach their financial goals. Sean is a Registered Representative and Investment Advisor Representative, and is licensed in California and Texas. Sean specializes in financial planning, retirement planning, college savings, and estate planning.

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ADVISOR BIO

Sean Nicholson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sean has been in the industry for over 10 years. Sean holds Series 63, 66, and 7TO licenses. Sean is currently registered in California, Texas, and 41 other states. Sean specializes in providing financial advice to individuals, businesses, and institutions. Sean is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Sean also has experience with J.P. Morgan Securities LLC and has worked in the industry since 2019.

SPECIALIZATIONS

ADVISOR BIO

Sean Coumans is a financial advisor who has been in the industry since 2007. Sean is currently registered with Ameriprise Financial Services, LLC. Previously, Sean has been registered with CUSO Financial Services, L.P., LPL Financial LLC, WESCOM Financial Services, Chase Investment Services Corp., and WAMU Investments, Inc.. Sean is licensed to provide investment advice in Arizona, California, Colorado, Oklahoma, Texas, and Wisconsin. Sean holds the Series 66, Series 7, and SIE licenses. Sean has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, pension plans, and charitable organizations. Sean provides financial planning, asset allocation services, educational seminars, and portfolio management.

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ADVISOR BIO

Sean O'Brien is a financial advisor registered with Edward Jones and has been in the industry since October 20, 2013. Sean has a Series 66 license, Series 7 license, and the Securities Industry Essentials (SIE) exam. Sean currently works in the Vacaville, CA branch of Edward Jones. Sean has a background in commercial real estate and construction and has a history of working with individuals, businesses, and trusts.

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ADVISOR BIO

Sean Christopher Howley is a registered representative with Wells Fargo Clearing Services, LLC. Sean has been in the industry since June 7, 2023. Sean is licensed to sell securities in California and has passed the Series 63, Series 6TO and the SIE exams. Sean focuses on individual and business clients.

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ADVISOR BIO

Sean McCabe is a financial advisor with over 20 years of experience in the financial services industry. Sean is currently registered with Osaic Wealth, Inc. and has previously worked with firms like Woodbury Financial Services, Inc. and Questar Capital Corporation. Sean has a strong background in financial planning, portfolio management, and insurance. Sean is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Sean David Pipkin is a financial advisor with Morgan Stanley. Sean has been in the financial services industry since 1996. Sean is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Sean holds Series 31, Series 7 and Series 63 and 65 licenses. Sean's primary office is located in San Francisco, California. Sean is a registered investment advisor in California, Texas and other states.

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ADVISOR BIO

Sean Patrick has over 28 years of experience in the financial services industry. Sean is a registered representative of Cambridge Investment Research Advisors, Inc. and is also an investment advisor representative for THE Renaissance Group. Sean has worked for several other firms, including CETERA ADVISORS LLC, LPL FINANCIAL LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Sean provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Sean is also a licensed insurance agent.

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ADVISOR BIO

Sean J. Lucke is a registered representative with J.P. Morgan Securities LLC. Sean holds both a Series 7 and Series 63 license, as well as a Series 65 license. Sean has worked in the financial services industry since July 2018. Previously, Sean worked at JPMorgan Chase Bank, NA. Sean is currently registered with the state of Texas.

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ADVISOR BIO

Sean Yu has been in the financial services industry since April 2003. Sean is currently a registered representative at Morgan Stanley. Sean is registered to offer securities in California, Texas, and other states. Sean has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Sean is committed to helping clients achieve their financial goals and objectives. Sean has a strong understanding of the financial markets and a deep commitment to client service. Sean is a member of the Cal Poly Pomona Philanthropic Foundation and has also served on the board of directors for other organizations.

SPECIALIZATIONS