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Sean E. Mansfield

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CRD#: 4048733
SM

Professional summary


Sean Edward Mansfield was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Sean is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Sean had worked at 3 firms, which includes FINANCIAL COUNSELORS LLC, LPL FINANCIAL LLC, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 21, 2002 - March 13, 2009

FINANCIAL COUNSELORS LLC

RIA
CRD#: 123166
WEST SPRINGFIELD, MA
Past

April 18, 2001 - July 30, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

December 7, 1999 - April 25, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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