Unclaimed
Sean Debarberie is an investment advisor representative at Thrive Capital Management, LLC in Fort Washington, Pennsylvania. Sean is registered with the state of Pennsylvania as an investment advisor representative. Sean's experience includes working with various financial institutions, including Key Investment Services LLC, Santander Securities LLC, and RiversEdge Advisors, LLC. Sean holds the Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam. Sean also holds the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/07/2024 - Present
Thrive Capital Management, LLC (FORT WASHINGTON PA)
PA
07/22/2020 - 05/26/2021
KEY INVESTMENT SERVICES LLC (NORRISTOWN PA)
PA
04/29/2019 - 06/26/2020
SANTANDER SECURITIES LLC (Philadelphia PA)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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