Sean Mullervy, Mba, Cfp®

Sean Mullervy, Mba, Cfp® Email and Phone Number

Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author @ FINRA
Fort Lauderdale, FL, US
Sean Mullervy, Mba, Cfp®'s Location
Fort Lauderdale, Florida, United States, United States
Sean Mullervy, Mba, Cfp®'s Contact Details

Sean Mullervy, Mba, Cfp® work email

Sean Mullervy, Mba, Cfp® personal email

About Sean Mullervy, Mba, Cfp®

THE S.E.A.N. METHOD®I help people protect and grow their assets and income with my method:S = StrategizeE = EducateA = AllocateN = NavigateExperience the caliber of financial planning, investment management, and insurance protection that you deserve.PLAN. INVEST. INSURE.®Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Financial Advisor and Investment Advisor Representatives are not permitted to accept “Recommendations” or “Endorsements” from clients on LinkedIn as these are considered to be in violation of the Investment Advisors Act of 1940. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Sean Mullervy, Mba, Cfp®'s Current Company Details
FINRA

Finra

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Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author
Fort Lauderdale, FL, US
Employees:
83
Sean Mullervy, Mba, Cfp® Work Experience Details
  • Finra
    Finra
    Fort Lauderdale, Fl, Us
  • Paragon Wealth Group
    Founder And Financial Advisor
    Paragon Wealth Group Jun 2024 - Present
    As an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ or CFP®, I help people in Fort Lauderdale, Broward County, South Florida, and multiple states protect and grow their assets and income. For more information about me and my practice, visit ParagonWealthGroup.com.
  • Raymond James
    Financial Advisor And Branch Manager
    Raymond James Jul 2011 - Jun 2024
    St. Petersburg, Florida, Us
    As an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ or CFP®, I helped people in Fort Lauderdale, Broward County, South Florida, and multiple states protect and grow their assets and income. For more information about me and my practice, visit SeanMullervy.com.
  • Fidelity Investments
    Financial Advisor And Vice President
    Fidelity Investments 2008 - 2011
    Boston, Ma, Us
    As a Financial Advisor and Vice President with Fidelity Investments Private Client Group in the Fort Lauderdale Investor Center, I provided Fidelity Investments financial planning and wealth advisor services to hundreds of high and ultra-high net worth clients in Fort Lauderdale, Broward County, and South Florida for a book of business that totaled over $1 Billion.
  • Fidelity Investments
    Financial Advisor
    Fidelity Investments 2003 - 2008
    Boston, Ma, Us
    As a Financial Advisor with Fidelity Investments in the Fort Lauderdale Investor Center, I provided Fidelity Investments financial planning and wealth advisor services to thousands of high net worth clients in Fort Lauderdale, Broward County, and South Florida.
  • American Express Financial Advisors
    Financial Advisor And Manager
    American Express Financial Advisors 2001 - 2002
    New York, Ny, Us
    As a Financial Advisor and Manager with American Express Financial Advisors, I provided financial planning and wealth advisor services to clients in Fort Lauderdale, Broward County, and South Florida, and managed a team of Financial Advisors.
  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors 2000 - 2001
    New York, Ny, Us
    As a Financial Advisor with American Express Financial Advisors, I provided financial planning and wealth advisor services to clients in Rhode Island, Massachusetts, and Connecticut.

Sean Mullervy, Mba, Cfp® Skills

Planning Financial Planning

Sean Mullervy, Mba, Cfp® Education Details

  • Providence College
    Providence College
    Finance
  • Rhode Island College
    Rhode Island College
    Economics

Frequently Asked Questions about Sean Mullervy, Mba, Cfp®

What company does Sean Mullervy, Mba, Cfp® work for?

Sean Mullervy, Mba, Cfp® works for Finra

What is Sean Mullervy, Mba, Cfp®'s role at the current company?

Sean Mullervy, Mba, Cfp®'s current role is Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author.

What is Sean Mullervy, Mba, Cfp®'s email address?

Sean Mullervy, Mba, Cfp®'s email address is se****@****ail.com

What schools did Sean Mullervy, Mba, Cfp® attend?

Sean Mullervy, Mba, Cfp® attended Providence College, Rhode Island College.

What skills is Sean Mullervy, Mba, Cfp® known for?

Sean Mullervy, Mba, Cfp® has skills like Planning, Financial Planning.

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