Unclaimed
John Paul Sineath is an Investment Advisor Representative at Independent Advisor Alliance, LLC. John Paul Sineath has been in the securities industry for 12 years and has been with Independent Advisor Alliance, LLC since September 2014. John Paul Sineath has experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Prior to joining Independent Advisor Alliance, LLC, John Paul Sineath worked at Edward Jones. John Paul Sineath is registered with the Securities and Exchange Commission (SEC) and holds the following licenses and certifications: Series 7, Series 66, and SIE. John Paul Sineath has a reputation for providing excellent service to clients, and is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
08/23/2019 - Present
Independent Advisor Alliance, LLC (COLUMBIA SC)
SC
10/05/2010 - 08/10/2012
EDWARD JONES (COLUMBIA SC)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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