Unclaimed
Sean Abbas Haider is a financial advisor currently registered with LPL Financial LLC in ORIENT, OH and FORT MILL, SC. Sean has been in the financial industry since 2003. Before joining LPL Financial LLC, Sean worked at J.P. MORGAN SECURITIES INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, PFS INVESTMENTS INC.. Sean specializes in providing consulting, financial planning, portfolio management for individuals and businesses and educational seminars. Sean holds Series 6, 7, 24, 63, 66, 79TO, 99TO, SIE licenses. Sean is registered in Massachusetts and Ohio.
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
OH
07/12/2006 - Present
LPL Financial LLC (ORIENT OH)
OH
07/01/2006 - 07/11/2006
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
06/30/2005 - 07/05/2006
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
10/01/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IL
10/08/2003 - 03/30/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
01/24/2003 - 10/20/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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