Sean Cooney (CRD# 5529233) is an Investment Advisor Representative working at Cooney Financial Advisors Inc. in Marlton, NJ and has over 9 years of experience in the finance industry.
CRD# 1307441
Cetera Investment Advisers LLC
CRD# 2480675
Wells Fargo Advisors
CRD# 6812008
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooney Financial Advisors, Inc. | Marlton, NJ | Apr 2008 - Current | 16 |
| Rosenberg, Smith, Cooney & Migliore Pc | Marlton, NJ | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- NJ
- NY
- PA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$698,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NJ, NY, PA
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