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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Pensak is an Investment Advisor Representative at Commonwealth Financial Network. Ethan has been in the financial services industry since 2016 and has experience working with individuals, businesses, and institutional clients. Ethan is a licensed Series 63 and 65 Investment Advisor Representative and a Series 7 and SIE General Securities Representative. Ethan specializes in financial planning, portfolio management, and investment advisory services. Ethan works with a wide range of clients, including high-net-worth individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Ethan is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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.
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
PA
10/01/2019 - Present
Commonwealth Financial Network (Horsham PA)
PA
08/30/2018 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
03/01/2016 - 04/20/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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