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50,030 Results
Unclaimed

Fisher Investments

location

HEALDSBURG, CA

0 Disclosures

ADVISOR BIO

Sean Callinan is an Investment Advisor Representative at Fisher Investments. Sean has been in the industry since 1992 and has been with Fisher Investments since 2004. Sean is registered to provide investment advice in California and Texas. Sean specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Sean has experience with various investment products and strategies, including equities, fixed income, and alternatives. Sean is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BMO Capital Markets Corp.

location

SAN FRANCISCO, CA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Sean Dunne is a registered representative with BMO Capital Markets Corp. Sean has been in the securities industry since October 26, 2008. Previously, Sean was a registered representative with MKM Partners LLC from October 8, 2008 until March 22, 2018. Sean has passed the Series 7, 57, 63, 79TO and SIE exams. Sean is registered in all states. Sean is affiliated with the San Francisco, CA branch office of BMO Capital Markets Corp. Sean specializes in providing securities trading ideas and research. BMO Capital Markets Corp. is a broker-dealer that manages approximately $10 billion to $50 billion in client assets. The firm has 113 clients and manages 4 pooled investment vehicles.

SPECIALIZATIONS

PROVISION OF SECURITIES TRADING IDEAS AND RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Sean Mccune Hollingshead is an Investment Advisor Representative at Orion Portfolio Solutions, LLC, in Omaha, Nebraska. Sean has been in the industry since July 2013 and has been with Orion Portfolio Solutions, LLC since January 2023. Sean is registered in Nebraska and has passed the Uniform Investment Adviser Law Examination (Series 65).

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COLUMBIA, MO

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Sean Hogan is a registered investment advisor representative associated with Stifel, Nicolaus & Company, Inc.. Sean has been in the securities industry since January 21, 2011. Sean is licensed to provide investment advice in 31 states, including Missouri, and holds Series 66, SIE, and Series 7 licenses. Sean specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Sean Paul Sullivan is an investment advisor representative at Yieldstreet. Sean Paul has been in the industry since 2019 and is registered with FINRA and the state of New York. Sean Paul has previously worked at RBC Capital Markets, LLC and LPL Financial LLC. Sean Paul is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Sean Kelly is an investment advisor representative with Vanguard Advisers, Inc., registered in Pennsylvania and Texas. Sean Kelly has been in the securities industry for over 7 years and has a Series 6, 7, 63 and 65 licenses. Sean Kelly's specialties include portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Sean Mahoney is an investment advisor representative with Beacon Pointe Advisors, LLC. Sean Mahoney has been in the financial industry for over 14 years and has experience working with clients including insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sean Mahoney is licensed in Arizona. Previous employers of Sean Mahoney include BBVA Compass Investment Solutions, Inc. and Chase Investment Services Corp. Sean Mahoney is also registered with the state of Arizona and holds Series 6, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Alliancebernstein LP

location

New York, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Sean Oconnor is a registered investment advisor with Alliancebernstein LP. Sean has been in the industry since 2011 and holds a Series 7, Series 63, Series 65, and SIE licenses. Sean has previously worked at Neuberger Berman BD LLC and Wells Fargo Advisors, LLC. Sean specializes in asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Onedigital Investment Advisors

location

Rochester, NY

0 Disclosures

ADVISOR BIO

Sean Bayne is a financial advisor with Onedigital Investment Advisors LLC. Sean has been in the financial industry for over 8 years and holds both Series 6 and Series 63 licenses, along with the SIE exam. Sean has experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Sean provides financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Sean Patrick Lally is a financial advisor currently registered with Goldman Sachs & Co. LLC. Sean has been working in the financial industry since June 27, 1996. Sean's previous employment history includes roles at ICON Distributors, Inc., and McDonald Investments Inc..

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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