ADVISOR BIO

Sean Michael Parchment is an investment advisor representative associated with First Trust Advisors LP. Sean has been in the financial services industry since 2000 and has a broad range of experience. Sean is registered with the state of Illinois and holds the Series 63, 65, 7, 25, and 55 licenses, as well as the SIE Exam. Sean has previously held positions at Profunds Distributors, Inc., ALPS Distributors, Inc., Mutual of Omaha Investor Services, Inc., Neuberger Berman LLC, Seligman Advisors, Inc., UBS Securities LLC, Prudential Securities Incorporated, and Credit Lyonnais Securities (USA), Inc..

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ADVISOR BIO

Sean Francis Oflaherty is an investment advisor representative at World Investment Advisors, LLC, based in Santa Barbara, CA. Sean has been in the industry for over 20 years, previously working for LPL Financial LLC, Royal Alliance Associates, Inc., and Commonwealth Financial Network, among others. Sean holds Series 6, 26, 63 and 65 licenses, demonstrating a strong understanding of investment products and regulations.

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ADVISOR BIO

Sean Keating is an Investment Advisor Representative registered with Dimensional Fund Advisors LP. Sean has been in the industry for over two years. They are licensed in Texas. Sean Keating is currently registered as an Investment Advisor Representative in Texas and North Carolina. The firm is headquartered in Austin, Texas, and has offices in Charlotte, North Carolina. Dimensional Fund Advisors LP provides investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. They also have offices in Charlotte. Sean Keating is a specialist in the investment management of equities, fixed income, and mutual funds. They have also been involved in the management of individual and institutional portfolios.

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ADVISOR BIO

Sean Janni is a Certified Financial Planner™ and Chartered Financial Analyst® with over 10 years of experience in the financial industry. Sean focuses on portfolio management for individuals, families, and businesses. He also has experience working with charitable organizations and pooled investment vehicles. Sean works at Johnson Financial Group LLC and JFG Wealth Management, LLC both of which are based in Denver, CO.

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ADVISOR BIO

Sean Sweet is a financial advisor with Cresset Asset Management, LLC. Sean has been in the industry since 2018, and specializes in providing financial planning, portfolio management for individuals and businesses, and tax services. Sean is a Chartered Financial Analyst (CFA) and holds Series 3, 7 and SIE licenses. Sean is registered with the state of Illinois. Sean previously worked at TradeStation Securities, Inc. and Northern Trust.

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ADVISOR BIO

Sean O'Connor is a financial advisor based in Franklin Lakes, NJ. Sean has been in the financial industry since 2009. Sean is currently registered with Corient in Morristown, NJ. Sean has worked with clients like individuals, high-net-worth individuals, charitable organizations, corporations, insurance companies, pension and profit-sharing plans, and other trusts. Sean provides financial planning, investment advice, portfolio management, pension consulting and education seminars.

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ADVISOR BIO

Sean McMullen is a financial professional with over 14 years of experience in the industry. Sean is currently registered with Blackrock Investment Management, LLC and has a strong track record of providing investment advice to a diverse clientele. Sean has a broad range of specializations, including portfolio management, financial planning and investment company services. Sean is also licensed in 53 states and the District of Columbia.

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ADVISOR BIO

Sean McCarthy is a financial advisor with Stifel, Nicolaus & Company, Inc. Sean has been in the industry since 2000 and has a wide range of experience in providing financial advice. Sean holds several professional licenses and designations, including the Series 7, 50, 53, 54, and 63 exams, as well as the SIE. Sean is registered with the state of Missouri and Illinois. Sean has worked with clients in various sectors, including individuals, businesses, insurance companies, pension plans, and government entities.

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ADVISOR BIO

Sean Christopher Erickson is an Investment Advisor Representative registered with The Colony Group, LLC in Boca Raton, Florida. Sean is a Certified Financial Planner with over 12 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and other advisory services to high-net-worth individuals, families, and businesses. Sean is committed to helping clients achieve their financial goals and objectives.

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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