Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan P Yeary is a financial advisor registered with LPL Financial LLC and holds Series 66, Series 7TO, and SIE licenses. Ethan is a resident of Columbia, SC and has been in the financial industry for 11 months. Ethan is associated with the branch office of LPL Financial LLC located in Columbia, SC. In addition to LPL Financial LLC, Ethan is also associated with Palmetto Citizens FCU and Palmetto Citizens Investment Services. Ethan has a broad range of experience in the financial industry, having worked for various organizations such as LPL Financial LLC, Palmetto Citizens FCU, University of SC, CUNA Mutual Group, Mattress Outlet of Columbia, Rogers Group, Lowes Home Improvement, and Unemployed/Student. Ethan’s current registrations include South Carolina (Broker-Dealer), and South Carolina (Investment Adviser).
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.
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2
SC
02/22/2024 - Present
LPL Financial LLC (COLUMBIA SC)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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