Unclaimed
Ethan Delaney is a financial advisor with LPL Financial LLC in FORT MILL, SC. Ethan has been in the industry since 2019. Ethan is registered to sell securities in South Carolina. Ethan's specializations include fixed income, mutual funds, stocks, annuities, and insurance products. Ethan is associated with LPL Financial LLC, which is a broker-dealer and investment advisor registered with the SEC. LPL Financial LLC has over 20,000 financial advisors and manages over $460 Billion in client assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/15/2023 - Present
LPL Financial LLC (FORT MILL SC)
MA
05/15/2019 - 08/06/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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