Sean Obrien (CRD# 1624520) is an Investment Advisor Representative working at Citizens Securities, Inc. in No Quincy, MA and has over 37 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | North Quincy, MA | Jan 2023 - Current | 1 |
Lpl Financial LLC | Brockton, MA | Oct 2020 - Jan 2023 | 2 |
Webster Bank | Brockton, MA | Oct 2020 - Jan 2023 | 2 |
Horace Mann Companies | Springfield, IL | May 2017 - Oct 2020 | 3 |
Horace Mann Investors, Inc. | Springfield, IL | May 2017 - Oct 2020 | 3 |
Mml Investors Services, LLC | South Easton, MA | Mar 2017 - May 2017 | < 1 |
Metlife Securities Inc. | Westboro, MA | Mar 2009 - Mar 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1987 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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