ADVISOR BIO

Sean Haley is a Registered Representative with Planmember Securities Corp., located in Carpinteria, CA. Sean has been active in the industry since September 8, 1999 and has a strong track record of success. Sean has held several prior positions with Edward D. Jones & Co., L.P. and National Planning Corporation. Sean specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Sean has a proven ability to help individuals, businesses, and organizations achieve their financial goals.

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ADVISOR BIO

Sean Layton is a financial advisor with over 12 years of experience in the industry. Sean is registered to provide investment advice in 20 states and is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Sean has a Series 7, 66, and SIE licenses and provides investment advice and financial planning to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Sean Alan Gannon is a financial advisor with Wells Fargo Clearing Services, LLC. Sean has been in the financial services industry since 1989 and has worked for several well-known firms including U.S. Bancorp Investments, Inc., Citigroup Global Markets Inc., and CitiCorp Investment Services. Sean holds several professional licenses including the Series 7, 6, 63, 65, 24, 53, 9, 10, 52, 99, and SIE exams. Sean is also a registered Investment Advisor in California. Sean has experience in providing investment consulting services to institutional clients and offers financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Sean Conroy is a financial professional with over a decade of experience in the financial services industry. Sean is a registered representative with M Holdings Securities, Inc., a leading investment firm headquartered in Portland, Oregon. Sean is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals.

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ADVISOR BIO

Sean Gauss is a registered representative with Wells Fargo Clearing Services, LLC. Sean has been in the securities industry since 2002. Sean holds the Series 7, Series 66, and SIE licenses. Sean is registered with the following states: California, Georgia, Illinois, Montana, New York, Texas, Vermont, and Virginia. Prior to joining Wells Fargo Clearing Services, LLC, Sean was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean's specializations include: retirement plans, financial planning, mutual funds, variable annuities, and life insurance.

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ADVISOR BIO

Sean Summers is a financial advisor with over 15 years of experience in the industry. Sean is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with CETERA ADVISOR NETWORKS LLC and EWT, LLC. Sean is licensed to provide financial advice in numerous states including California, Texas, Arizona, Florida, Nevada and Oregon. Sean provides a wide range of financial services including portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.

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ADVISOR BIO

Sean Anthony is an investment advisor representative with UBS Financial Services Inc. Sean Anthony has 19 years of experience in the securities industry. Sean Anthony is registered with the state of California. Sean Anthony is also registered with the state of Texas as an Investment Advisor Representative. Sean Anthony has passed the Series 6, 7, 63, and 66 exams. Sean Anthony works with clients in the San Diego area.

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ADVISOR BIO

Sean Minshan Chang is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Sean has been in the industry for 6 years and is currently registered with the states of California and Texas. Sean has a Series 7, Series 66, and SIE license, indicating expertise in a range of financial services. Sean is also registered with the state of Texas as an Investment Advisor Representative. This means Sean has the qualifications and experience to provide investment advice to individuals and businesses in the state. Sean is dedicated to providing high-quality financial services to clients.

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ADVISOR BIO

Sean Paul Storck is a financial advisor with over 18 years of experience in the financial services industry. Sean is currently registered with Merit Financial Advisors in California, Louisiana and Texas. Sean has also worked with LPL Financial LLC, Avantax Investment Services, Inc. and 1st Global Capital Corp. Sean is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Sean provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Sean Paul Todd is a financial advisor currently registered with Morgan Stanley. Sean has been in the securities industry since 2004. Prior to joining Morgan Stanley, Sean was with WELLS FARGO CLEARING SERVICES, LLC. Sean is registered in California and has passed the Series 7, Series 66, and SIE exams. Sean holds a state exam category in Series 66 and a product exam category in Series 7 and SIE. Sean has a specialization in 1, 2, 3, 4, 5, 6, and 7.

SPECIALIZATIONS