Sean Menickella is a registered investment advisor, based in Blue Bell, PA, with 12 years of industry experience.
Location
Blue Bell, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean works as an investment advisor representative (IAR) through Kestra Advisory Services and as a registered representative through Kestra Investment Services, dedicating full-time hours to each. He also spends minimal time looking for insurance opportunities and making referrals through Beacon Benefits LLC and Beacon Insurance Services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Beacon Financial Services, INC
LPL Financial LLCBroker
LPL Financial LLC
Tfs Advisory Services
Tfs Securities, INC.Broker
Pershing LLCBroker
Vanguard Marketing CorporationBroker
State Registrations12 states
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