ADVISOR BIO

Sean Kelly has been a registered representative for over 15 years. Sean is currently registered with Global Retirement Partners LLC and has a Series 66 license. Sean also holds a Series 7 and SIE license. Sean has worked for several firms in their industry including LPL Financial LLC and NRP FINANCIAL, INC. Sean specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals.

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ADVISOR BIO

Sean Daniel Harrell is a financial advisor with over 8 years of experience in the industry. Sean has worked with a number of firms including Merrill Lynch, Morgan Stanley and currently with Choreo, LLC. Sean is registered as an Investment Advisor Representative in California and holds Series 66, Series 7 and SIE licenses. Sean is passionate about helping individuals, families and businesses reach their financial goals. Sean has extensive experience with working with clients in the areas of financial planning, retirement planning, and portfolio management.

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ADVISOR BIO

Sean McCue is an active investment advisor representative at Edward Jones, based in Walnut Creek, CA. Sean has been in the industry since 2023 and holds licenses in California and Texas. Sean also holds a Series 66 and Series 7TO license. Sean has experience working at JP Morgan Chase in Oakland, CA, from 2005 to 2023. Sean has also self-managed three rental properties.

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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 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 Robert Bodourian is a financial professional with J.p. Morgan Securities LLC. Sean holds the Series 63, Series 6TO, and SIE licenses. He is registered in California. Sean has been in the industry since June 2019 and is currently active with J.p. Morgan Securities LLC.

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ADVISOR BIO

Sean Muth is a financial advisor with over 13 years of experience in the financial services industry. Sean currently works at Wells Fargo Clearing Services, LLC. Sean is registered with the state of California and Texas. Sean holds the Series 6, 7, 63, and 65 securities licenses and the SIE. Sean holds the Certified Financial Planner designation. Previously, Sean was a financial advisor at J.P. Morgan Securities LLC and U.S. Bancorp Investments, Inc.

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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 Righter is a financial advisor with over 15 years of experience in the financial services industry. Sean currently works at Morgan Stanley. Sean has experience with Citigroup Global Markets Inc. Sean Righter specializes in providing financial advice to individuals, families, and businesses. Sean's services include portfolio management, financial planning, and investment advisory. Sean also holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS